| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MERITAGE PORTFOLIO MANAGEMENT | 34,500 | 49,000 | 20.94% | ||
| 2 | PATTEN & PATTEN INC/TN | 32,775 | 47,000 | 20.09% | ||
| 3 | BLAIR WILLIAM & CO/IL | 31,500 | 44,000 | 18.80% | ||
| 4 | WILLIAMS JONES & ASSOCIATES LLC | 22,000 | 31,000 | 13.25% | ||
| 5 | MURPHY CAPITAL MANAGEMENT INC | 20,450 | 29,000 | 12.39% | ||
| 6 | Endurance Wealth Management, Inc. | 20,000 | 28,000 | 11.97% | ||
| 7 | WEALTHPLAN PARTNERS, LLC | 3,441 | 5,000 | 2.14% | ||
| 8 | AlphaMark Advisors, LLC | 1,000 | 1,000 | 0.43% |
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.
