| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Seven Post Investment Office LP | 351,078 | 16,866,000 | 30.45% | ||
| 2 | Regis Management CO LLC | 194,795 | 9,358,000 | 16.89% | ||
| 3 | RONALD BLUE & CO LLC | 170,867 | 8,209,000 | 14.82% | ||
| 4 | SENTINEL TRUST CO LBA | 126,983 | 6,100,000 | 11.01% | ||
| 5 | NORTH STAR ASSET MANAGEMENT INC | 93,320 | 4,483,000 | 8.09% | ||
| 6 | MAI Capital Management | 88,522 | 4,253,000 | 7.68% | ||
| 7 | CONDOR CAPITAL MANAGEMENT | 48,716 | 2,340,000 | 4.22% | ||
| 8 | VAUGHAN DAVID INVESTMENTS LLC/IL | 33,780 | 1,623,000 | 2.93% | ||
| 9 | BOSTON RESEARCH & MANAGEMENT INC | 19,190 | 921,000 | 1.66% | ||
| 10 | Willingdon Wealth Management | 18,885 | 869,000 | 1.57% | ||
| 11 | FARR MILLER & WASHINGTON LLC/DC | 7,544 | 362,000 | 0.65% | ||
| 12 | KINGS POINT CAPITAL MANAGEMENT | 300 | 14,000 | 0.03% |
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.
