| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Convergence Investment Partners, LLC | 13,439 | 79,000 | 1.54% | ||
| 2 | Curi Capital, LLC | 15,158 | 90,000 | 1.75% | ||
| 3 | RONALD BLUE & CO LLC | 23,059 | 136,000 | 2.65% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 41,015 | 242,000 | 4.71% | ||
| 5 | World Asset Management Inc | 197,474 | 1,167,000 | 22.73% | ||
| 6 | EAGLE GLOBAL ADVISORS LLC | 578,815 | 3,421,000 | 66.62% |
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.
