| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 15,670 | 417,000 | 48.60% | ||
| 2 | RONALD BLUE & CO LLC | 13,672 | 364,000 | 42.42% | ||
| 3 | QCI ASSET MANAGEMENT INC/NY | 1,702 | 45,000 | 5.24% | ||
| 4 | JAMES INVESTMENT RESEARCH, INC. | 1,200 | 32,000 | 3.73% |
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.
