| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOLLER WEALTH PARTNERS | 538,076 | 16,481,000 | 88.30% | ||
| 2 | Marquette Asset Management, LLC | 29,550 | 905,000 | 4.85% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 21,500 | 659,000 | 3.53% | ||
| 4 | Narwhal Capital Management | 13,500 | 414,000 | 2.22% | ||
| 5 | RONALD BLUE & CO LLC | 6,741 | 206,000 | 1.10% |
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.
