| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 106,415 | 863,000 | 55.14% | ||
| 2 | RONALD BLUE & CO LLC | 36,339 | 295,000 | 18.85% | ||
| 3 | World Asset Management Inc | 35,309 | 286,000 | 18.27% | ||
| 4 | Hemenway Trust Co LLC | 14,363 | 116,000 | 7.41% | ||
| 5 | First City Capital Management, Inc. | 636 | 5,158 | 0.33% |
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.
