| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MERITAGE PORTFOLIO MANAGEMENT | 34,500 | 26,000 | 22.63% | ||
| 2 | PATTEN & PATTEN INC/TN | 32,775 | 25,000 | 21.76% | ||
| 3 | BLAIR WILLIAM & CO/IL | 30,000 | 22,000 | 19.15% | ||
| 4 | WILLIAMS JONES & ASSOCIATES LLC | 22,000 | 17,000 | 14.80% | ||
| 5 | MURPHY CAPITAL MANAGEMENT INC | 20,450 | 15,000 | 13.06% | ||
| 6 | WEALTHPLAN PARTNERS, LLC | 11,863 | 8,897 | 7.74% | ||
| 7 | AlphaMark Advisors, LLC | 1,000 | 1,000 | 0.87% |
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.
