| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 182,136 | 1,231,000 | 58.98% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 83,333 | 563,000 | 26.98% | ||
| 3 | RONALD BLUE & CO LLC | 32,267 | 218,000 | 10.45% | ||
| 4 | Convergence Investment Partners, LLC | 10,825 | 73,000 | 3.50% | ||
| 5 | QUADRANT CAPITAL GROUP LLC | 301 | 2,000 | 0.10% |
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.
