| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 1,430,901 | 5,223,000 | 82.77% | ||
| 2 | Curi Capital, LLC | 285,973 | 1,044,000 | 16.55% | ||
| 3 | RONALD BLUE & CO LLC | 11,764 | 43,000 | 0.68% |
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.
