| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RONALD BLUE & CO LLC | 2,461 | 217,000 | 0.38% | ||
| 2 | CG Asset Management LLC | 2,700 | 238,000 | 0.42% | ||
| 3 | Laurel Grove Capital, LLC | 4,900 | 432,000 | 0.75% | ||
| 4 | PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 4,995 | 441,000 | 0.77% | ||
| 5 | World Asset Management Inc | 7,218 | 637,000 | 1.11% | ||
| 6 | Geneva Advisors, LLC | 16,825 | 1,484,000 | 2.59% | ||
| 7 | HIGH POINTE CAPITAL MANAGEMENT LLC | 24,550 | 2,165,000 | 3.78% | ||
| 8 | Mendel Money Management | 43,660 | 3,850,000 | 6.71% | ||
| 9 | KORNITZER CAPITAL MANAGEMENT INC /KS | 104,060 | 9,177,000 | 16.00% | ||
| 10 | Evercore Wealth Management, LLC | 219,558 | 19,352,000 | 33.75% | ||
| 11 | Curi Capital, LLC | 219,462 | 19,354,000 | 33.75% |
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.
