| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 621,856 | 2,114,000 | 56.81% | ||
| 2 | Barry Investment Advisors, LLC | 326,417 | 1,110,000 | 29.83% | ||
| 3 | ROTHSCHILD INVESTMENT LLC /IL | 75,735 | 257,000 | 6.91% | ||
| 4 | RONALD BLUE & CO LLC | 59,898 | 204,000 | 5.48% | ||
| 5 | Convergence Investment Partners, LLC | 10,630 | 36,000 | 0.97% |
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.
