| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 457,556 | 3,752,000 | 30.06% | ||
| 2 | World Asset Management Inc | 365,252 | 2,995,000 | 23.99% | ||
| 3 | Matterhorn Capital Management, LLC | 355,805 | 2,918,000 | 23.38% | ||
| 4 | RONALD BLUE & CO LLC | 128,290 | 1,052,000 | 8.43% | ||
| 5 | Laird Norton Wetherby Wealth Management, LLC | 77,237 | 634,000 | 5.08% | ||
| 6 | Banyan Partners, LLC | 68,497 | 562,000 | 4.50% | ||
| 7 | Avalon Investment & Advisory | 53,621 | 440,000 | 3.52% | ||
| 8 | Convergence Investment Partners, LLC | 15,845 | 130,000 | 1.04% |
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.
