| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 84,995 | 3,722,000 | 47.85% | ||
| 2 | World Asset Management Inc | 32,468 | 1,422,000 | 18.28% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 27,808 | 1,218,000 | 15.66% | ||
| 4 | HIGH POINTE CAPITAL MANAGEMENT LLC | 11,850 | 519,000 | 6.67% | ||
| 5 | RONALD BLUE & CO LLC | 10,473 | 459,000 | 5.90% | ||
| 6 | Avalon Investment & Advisory | 10,016 | 439,000 | 5.64% |
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.
