| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RONALD BLUE & CO LLC | 252,774 | 12,750,000 | 30.32% | ||
| 2 | SYNOVUS FINANCIAL CORP | 248,729 | 12,546,000 | 29.83% | ||
| 3 | JAMES INVESTMENT RESEARCH, INC. | 216,499 | 10,920,000 | 25.97% | ||
| 4 | CABOT WEALTH MANAGEMENT INC | 54,333 | 2,741,000 | 6.52% | ||
| 5 | STALEY CAPITAL ADVISERS INC | 43,750 | 2,207,000 | 5.25% | ||
| 6 | SONATA CAPITAL GROUP INC | 12,300 | 620,000 | 1.47% | ||
| 7 | FIRST FOUNDATION ADVISORS | 5,346 | 270,000 | 0.64% |
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.
