| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DEARBORN PARTNERS LLC | 15,582 | 372,000 | 9.93% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 32,610 | 778,000 | 20.76% | ||
| 3 | RONALD BLUE & CO LLC | 34,098 | 814,000 | 21.72% | ||
| 4 | D L CARLSON INVESTMENT GROUP INC | 35,910 | 857,000 | 22.87% | ||
| 5 | CONDOR CAPITAL MANAGEMENT | 38,824 | 927,000 | 24.73% |
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.
