| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Ativo Capital Management LLC | 80,539 | 2,541,000 | 36.63% | ||
| 2 | World Asset Management Inc | 47,610 | 1,502,000 | 21.66% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 38,491 | 1,214,000 | 17.50% | ||
| 4 | Laird Norton Wetherby Wealth Management, LLC | 30,661 | 967,000 | 13.94% | ||
| 5 | AUGUSTINE ASSET MANAGEMENT INC | 15,527 | 489,000 | 7.05% | ||
| 6 | RONALD BLUE & CO LLC | 6,383 | 201,000 | 2.90% | ||
| 7 | QUADRANT CAPITAL GROUP LLC | 752 | 22,000 | 0.32% |
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.
