| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RONALD BLUE & CO LLC | 96,351 | 2,517,000 | 59.62% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 33,945 | 887,000 | 21.01% | ||
| 3 | CONDOR CAPITAL MANAGEMENT | 31,202 | 815,000 | 19.30% | ||
| 4 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 129 | 3,000 | 0.07% |
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.
