| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 5,346 | 270,000 | 0.84% | ||
| 2 | STALEY CAPITAL ADVISERS INC | 43,650 | 2,201,000 | 6.82% | ||
| 3 | CABOT WEALTH MANAGEMENT INC | 54,105 | 2,728,000 | 8.46% | ||
| 4 | RONALD BLUE & CO LLC | 63,989 | 3,226,000 | 10.00% | ||
| 5 | JAMES INVESTMENT RESEARCH, INC. | 218,717 | 11,028,000 | 34.19% | ||
| 6 | SYNOVUS FINANCIAL CORP | 253,962 | 12,805,000 | 39.70% |
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.
