| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROTHSCHILD INVESTMENT LLC /IL | 5,758 | 283,000 | 2.76% | ||
| 2 | RONALD BLUE & CO LLC | 11,228 | 551,000 | 5.36% | ||
| 3 | HIGH POINTE CAPITAL MANAGEMENT LLC | 11,850 | 582,000 | 5.67% | ||
| 4 | Avalon Investment & Advisory | 13,793 | 677,000 | 6.59% | ||
| 5 | World Asset Management Inc | 29,847 | 1,465,000 | 14.26% | ||
| 6 | Geneva Advisors, LLC | 31,893 | 1,566,000 | 15.25% | ||
| 7 | Azimuth Capital Management LLC | 40,455 | 1,986,000 | 19.33% | ||
| 8 | Curi Capital, LLC | 64,399 | 3,162,000 | 30.78% |
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.
