| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RONALD BLUE & CO LLC | 13,499 | 366,000 | 54.14% | ||
| 2 | Veritable, L.P. | 10,995 | 298,000 | 44.08% | ||
| 3 | KINGS POINT CAPITAL MANAGEMENT | 450 | 12,000 | 1.78% |
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.
