| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17,156 | 94,000 | 44.34% | ||
| 2 | RONALD BLUE & CO LLC | 21,293 | 118,000 | 55.66% |
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.