| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PATTEN & PATTEN INC/TN | 32,775 | 9,000 | 25.00% | ||
| 2 | MERITAGE PORTFOLIO MANAGEMENT | 34,500 | 9,000 | 25.00% | ||
| 3 | WILLIAMS JONES & ASSOCIATES LLC | 22,000 | 6,000 | 16.67% | ||
| 4 | BOSTON FINANCIAL MANGEMENT LLC | 15,000 | 4,000 | 11.11% | ||
| 5 | ABNER HERRMAN & BROCK LLC | 16,850 | 4,000 | 11.11% | ||
| 6 | MURPHY CAPITAL MANAGEMENT INC | 10,450 | 2,000 | 5.56% | ||
| 7 | CANANDAIGUA NATIONAL BANK & TRUST CO | 10,000 | 2,000 | 5.56% | ||
| 8 | Bartlett & Co. LLC | 1,000 | 0 | 0.00% | ||
| 9 | SARGENT BICKHAM LAGUDIS LLC | 1,000 | 0 | 0.00% |
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.
