| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 385,237 | 3,263,000 | 39.05% | ||
| 2 | Matterhorn Capital Management, LLC | 338,808 | 2,870,000 | 34.34% | ||
| 3 | RONALD BLUE & CO LLC | 115,317 | 977,000 | 11.69% | ||
| 4 | Laird Norton Wetherby Wealth Management, LLC | 71,242 | 603,000 | 7.22% | ||
| 5 | Avalon Investment & Advisory | 52,524 | 445,000 | 5.32% | ||
| 6 | Convergence Investment Partners, LLC | 12,891 | 109,000 | 1.30% | ||
| 7 | Curi Capital, LLC | 10,576 | 90,000 | 1.08% |
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.
