| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MERITAGE PORTFOLIO MANAGEMENT | 34,500 | 36,000 | 31.58% | ||
| 2 | PATTEN & PATTEN INC/TN | 32,775 | 34,000 | 29.82% | ||
| 3 | WILLIAMS JONES & ASSOCIATES LLC | 22,000 | 23,000 | 20.18% | ||
| 4 | MURPHY CAPITAL MANAGEMENT INC | 20,450 | 21,000 | 18.42% |
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.
