| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 11,342 | 73,000 | 4.06% | ||
| 2 | RONALD BLUE & CO LLC | 16,828 | 108,000 | 6.01% | ||
| 3 | Convergence Investment Partners, LLC | 17,810 | 115,000 | 6.40% | ||
| 4 | Curi Capital, LLC | 18,739 | 120,000 | 6.67% | ||
| 5 | World Asset Management Inc | 215,003 | 1,382,000 | 76.86% |
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.
