| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RONALD BLUE & CO LLC | 43,932 | 660,000 | 31.02% | ||
| 2 | Narwhal Capital Management | 39,624 | 596,000 | 28.01% | ||
| 3 | CATAWBA CAPITAL MANAGEMENT /VA | 28,326 | 426,000 | 20.02% | ||
| 4 | JAMES INVESTMENT RESEARCH, INC. | 19,665 | 295,000 | 13.86% | ||
| 5 | Oxbow Advisors, LLC | 10,030 | 151,000 | 7.10% |
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.
