| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 507,500 | 3,695,000 | 33.83% | ||
| 2 | World Asset Management Inc | 362,575 | 2,640,000 | 24.17% | ||
| 3 | Matterhorn Capital Management, LLC | 358,609 | 2,610,674 | 23.90% | ||
| 4 | RONALD BLUE & CO LLC | 121,119 | 882,000 | 8.07% | ||
| 5 | Laird Norton Wetherby Wealth Management, LLC | 72,742 | 529,000 | 4.84% | ||
| 6 | SVB WEALTH LLC | 41,237 | 300,000 | 2.75% | ||
| 7 | Avalon Investment & Advisory | 23,024 | 168,000 | 1.54% | ||
| 8 | Convergence Investment Partners, LLC | 13,519 | 98,000 | 0.90% |
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.
