| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RONALD BLUE & CO LLC | 86,043 | 7,482,000 | 89.48% | ||
| 2 | BARR E S & CO | 3,600 | 313,000 | 3.74% | ||
| 3 | Regent Investment Management LLC | 3,510 | 305,000 | 3.65% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 3,011 | 262,000 | 3.13% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
