| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MERITAGE PORTFOLIO MANAGEMENT | 34,500 | 41,000 | 21.58% | ||
| 2 | PATTEN & PATTEN INC/TN | 32,775 | 39,000 | 20.53% | ||
| 3 | BLAIR WILLIAM & CO/IL | 31,500 | 37,000 | 19.47% | ||
| 4 | WILLIAMS JONES & ASSOCIATES LLC | 22,000 | 26,000 | 13.68% | ||
| 5 | Endurance Wealth Management, Inc. | 20,000 | 24,000 | 12.63% | ||
| 6 | MURPHY CAPITAL MANAGEMENT INC | 18,950 | 22,000 | 11.58% | ||
| 7 | AlphaMark Advisors, LLC | 1,000 | 1,000 | 0.53% |
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.
