| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 55,927 | 921,000 | 71.78% | ||
| 2 | RONALD BLUE & CO LLC | 11,803 | 194,000 | 15.12% | ||
| 3 | Veritable, L.P. | 10,204 | 168,000 | 13.09% |
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.
