| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 660,690 | 2,715,000 | 83.28% | ||
| 2 | RONALD BLUE & CO LLC | 58,922 | 242,000 | 7.42% | ||
| 3 | ROTHSCHILD INVESTMENT LLC /IL | 29,850 | 123,000 | 3.77% | ||
| 4 | Convergence Investment Partners, LLC | 23,833 | 98,000 | 3.01% | ||
| 5 | Curi Capital, LLC | 20,070 | 82,000 | 2.52% |
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.
