| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RONALD BLUE & CO LLC | 200,241 | 5,511,000 | 75.59% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 33,990 | 935,000 | 12.82% | ||
| 3 | CONDOR CAPITAL MANAGEMENT | 30,723 | 845,000 | 11.59% |
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.
