| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 174,553 | 1,609,000 | 72.09% | ||
| 2 | Veritable, L.P. | 56,492 | 521,000 | 23.34% | ||
| 3 | RONALD BLUE & CO LLC | 11,117 | 102,000 | 4.57% |
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.
