| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Convergence Investment Partners, LLC | 12,477 | 71,000 | 3.99% | ||
| 2 | RONALD BLUE & CO LLC | 23,810 | 135,000 | 7.58% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 81,771 | 464,000 | 26.05% | ||
| 4 | World Asset Management Inc | 196,027 | 1,111,000 | 62.38% |
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.
