| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Regent Investment Management LLC | 71,083 | 1,084,000 | 75.17% | ||
| 2 | RONALD BLUE & CO LLC | 23,463 | 358,000 | 24.83% |
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.