| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 13,497 | 909,000 | 66.84% | ||
| 2 | RONALD BLUE & CO LLC | 6,481 | 437,000 | 32.13% | ||
| 3 | QUADRANT CAPITAL GROUP LLC | 229 | 14,000 | 1.03% |
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.
