| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 44,328 | 1,497,000 | 31.84% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 43,849 | 1,480,000 | 31.48% | ||
| 3 | Laird Norton Wetherby Wealth Management, LLC | 24,732 | 835,000 | 17.76% | ||
| 4 | AUGUSTINE ASSET MANAGEMENT INC | 15,527 | 529,000 | 11.25% | ||
| 5 | RONALD BLUE & CO LLC | 10,495 | 354,000 | 7.53% | ||
| 6 | QUADRANT CAPITAL GROUP LLC | 257 | 7,000 | 0.15% |
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.
