| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 584,624 | 2,537,000 | 85.05% | ||
| 2 | RONALD BLUE & CO LLC | 44,739 | 194,000 | 6.50% | ||
| 3 | Convergence Investment Partners, LLC | 18,685 | 81,000 | 2.72% | ||
| 4 | Camelot Portfolios, LLC | 15,139 | 66,000 | 2.21% | ||
| 5 | ROTHSCHILD INVESTMENT LLC /IL | 12,435 | 54,000 | 1.81% | ||
| 6 | Curi Capital, LLC | 11,833 | 51,000 | 1.71% | ||
| 7 | Barry Investment Advisors, LLC | 328,504 | 0 | 0.00% |
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.
