| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 620,568 | 2,203,000 | 58.05% | ||
| 2 | Barry Investment Advisors, LLC | 326,499 | 1,159,000 | 30.54% | ||
| 3 | RONALD BLUE & CO LLC | 66,804 | 237,000 | 6.25% | ||
| 4 | ROTHSCHILD INVESTMENT LLC /IL | 21,435 | 76,000 | 2.00% | ||
| 5 | Convergence Investment Partners, LLC | 17,640 | 63,000 | 1.66% | ||
| 6 | Camelot Portfolios, LLC | 16,073 | 57,000 | 1.50% |
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.
