| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STERNE AGEE GROUP, INC. | 61,000 | 972,000 | 25.06% | ||
| 2 | RONALD BLUE & CO LLC | 50,330 | 802,000 | 20.68% | ||
| 3 | Narwhal Capital Management | 39,707 | 633,000 | 16.32% | ||
| 4 | CATAWBA CAPITAL MANAGEMENT /VA | 28,326 | 451,000 | 11.63% | ||
| 5 | JAMES INVESTMENT RESEARCH, INC. | 20,165 | 321,000 | 8.28% | ||
| 6 | Obermeyer Wealth Partners | 18,847 | 300,000 | 7.74% | ||
| 7 | Veritable, L.P. | 13,535 | 216,000 | 5.57% | ||
| 8 | Oxbow Advisors, LLC | 10,030 | 160,000 | 4.13% | ||
| 9 | Karp Capital Management Corp | 1,450 | 23,000 | 0.59% |
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.
