| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Evercore Wealth Management, LLC | 1,000 | 90,000 | 0.32% | ||
| 2 | JAMES INVESTMENT RESEARCH, INC. | 1,092 | 98,000 | 0.34% | ||
| 3 | GAMBLE JONES INVESTMENT COUNSEL | 2,240 | 201,000 | 0.70% | ||
| 4 | ROTHSCHILD INVESTMENT LLC /IL | 4,310 | 386,000 | 1.35% | ||
| 5 | Regis Management CO LLC | 4,861 | 435,000 | 1.52% | ||
| 6 | CULBERTSON A N & CO INC | 5,695 | 510,000 | 1.79% | ||
| 7 | Palouse Capital Management, Inc. | 7,454 | 668,000 | 2.34% | ||
| 8 | DEARBORN PARTNERS LLC | 9,044 | 810,000 | 2.84% | ||
| 9 | PINNACLE ASSOCIATES LTD | 10,807 | 968,000 | 3.39% | ||
| 10 | Boltwood Capital Management | 16,453 | 1,473,000 | 5.16% | ||
| 11 | RONALD BLUE & CO LLC | 53,731 | 4,813,000 | 16.86% | ||
| 12 | WBI INVESTMENTS, LLC | 202,042 | 18,099,000 | 63.39% |
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.
