| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Convergence Investment Partners, LLC | 12,986 | 76,000 | 4.02% | ||
| 2 | RONALD BLUE & CO LLC | 31,624 | 186,000 | 9.84% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 83,316 | 489,000 | 25.87% | ||
| 4 | World Asset Management Inc | 194,026 | 1,139,000 | 60.26% |
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.
