| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RONALD BLUE & CO LLC | 27,458 | 178,000 | 8.34% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 71,109 | 461,000 | 21.60% | ||
| 3 | World Asset Management Inc | 98,701 | 640,000 | 29.99% | ||
| 4 | Ativo Capital Management LLC | 131,952 | 855,000 | 40.07% |
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.
