| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EAGLE GLOBAL ADVISORS LLC | 584,300 | 4,108,000 | 66.52% | ||
| 2 | World Asset Management Inc | 208,279 | 1,464,000 | 23.70% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 38,547 | 271,000 | 4.39% | ||
| 4 | RONALD BLUE & CO LLC | 19,987 | 141,000 | 2.28% | ||
| 5 | Curi Capital, LLC | 14,345 | 100,000 | 1.62% | ||
| 6 | Convergence Investment Partners, LLC | 13,091 | 92,000 | 1.49% |
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.
