| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 1,454,761 | 5,048,000 | 97.15% | ||
| 2 | Oxbow Advisors, LLC | 31,496 | 109,000 | 2.10% | ||
| 3 | RONALD BLUE & CO LLC | 11,378 | 39,000 | 0.75% |
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.
