| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RONALD BLUE & CO LLC | 133,425 | 2,009,000 | 50.25% | ||
| 2 | Narwhal Capital Management | 39,707 | 598,000 | 14.96% | ||
| 3 | CATAWBA CAPITAL MANAGEMENT /VA | 28,326 | 427,000 | 10.68% | ||
| 4 | JAMES INVESTMENT RESEARCH, INC. | 20,115 | 303,000 | 7.58% | ||
| 5 | Obermeyer Wealth Partners | 18,847 | 284,000 | 7.10% | ||
| 6 | Veritable, L.P. | 13,535 | 204,000 | 5.10% | ||
| 7 | Oxbow Advisors, LLC | 10,030 | 151,000 | 3.78% | ||
| 8 | Karp Capital Management Corp | 1,450 | 22,000 | 0.55% |
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.
