| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Arbor Investment Advisors, LLC | 10,274 | 23,000 | 40.86% | ||
| 2 | Cerity Partners OCIO LLC | 10,144 | 22,000 | 39.09% | ||
| 3 | CapWealth Advisors, LLC | 5,048 | 11,000 | 19.54% | ||
| 4 | KELMAN-LAZAROV, INC. | 128 | 287 | 0.51% |
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.
