| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RONALD BLUE & CO LLC | 144,021 | 12,343,000 | 51.89% | ||
| 2 | WBI INVESTMENTS, LLC | 46,912 | 4,020,000 | 16.90% | ||
| 3 | Foothills Asset Management, Ltd. | 22,497 | 1,928,000 | 8.11% | ||
| 4 | Boltwood Capital Management | 15,707 | 1,346,000 | 5.66% | ||
| 5 | PINNACLE ASSOCIATES LTD | 10,757 | 922,000 | 3.88% | ||
| 6 | Palouse Capital Management, Inc. | 7,444 | 638,000 | 2.68% | ||
| 7 | MOLONEY SECURITIES ASSET MANAGEMENT, LLC | 7,318 | 627,000 | 2.64% | ||
| 8 | Chesley Taft & Associates LLC | 6,825 | 585,000 | 2.46% | ||
| 9 | CULBERTSON A N & CO INC | 5,995 | 514,000 | 2.16% | ||
| 10 | Regis Management CO LLC | 4,955 | 425,000 | 1.79% | ||
| 11 | GAMBLE JONES INVESTMENT COUNSEL | 2,503 | 215,000 | 0.90% | ||
| 12 | Evercore Wealth Management, LLC | 1,000 | 86,000 | 0.36% | ||
| 13 | Ancora Advisors LLC | 910 | 78,000 | 0.33% | ||
| 14 | JAMES INVESTMENT RESEARCH, INC. | 687 | 59,000 | 0.25% |
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.
