| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RONALD BLUE & CO LLC | 3,418,833 | 166,874,000 | 99.97% | ||
| 2 | Evercore Wealth Management, LLC | 968 | 47,000 | 0.03% |
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.