| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | QUADRANT CAPITAL GROUP LLC | 655 | 22,000 | 0.25% | ||
| 2 | AUGUSTINE ASSET MANAGEMENT INC | 15,527 | 563,000 | 6.33% | ||
| 3 | RONALD BLUE & CO LLC | 15,676 | 569,000 | 6.39% | ||
| 4 | Laird Norton Wetherby Wealth Management, LLC | 25,707 | 933,000 | 10.48% | ||
| 5 | World Asset Management Inc | 48,013 | 1,743,000 | 19.59% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 66,760 | 2,423,000 | 27.23% | ||
| 7 | Ativo Capital Management LLC | 72,900 | 2,646,000 | 29.73% |
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.
