| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 136,222 | 5,710,000 | 39.52% | ||
| 2 | PATTEN & PATTEN INC/TN | 55,008 | 2,306,000 | 15.96% | ||
| 3 | NORTH STAR ASSET MANAGEMENT INC | 32,885 | 1,379,000 | 9.54% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 25,014 | 1,049,000 | 7.26% | ||
| 5 | ROTHSCHILD INVESTMENT LLC /IL | 18,955 | 795,000 | 5.50% | ||
| 6 | AVIANCE CAPITAL MANAGEMENT, LLC | 17,577 | 737,000 | 5.10% | ||
| 7 | MAI Capital Management | 11,319 | 474,000 | 3.28% | ||
| 8 | Stillwater Capital Advisors, LLC | 9,643 | 404,000 | 2.80% | ||
| 9 | 1834 INVESTMENT ADVISORS CO | 9,527 | 399,000 | 2.76% | ||
| 10 | CABOT WEALTH MANAGEMENT INC | 8,933 | 374,000 | 2.59% | ||
| 11 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 7,036 | 295,000 | 2.04% | ||
| 12 | TRAIN BABCOCK ADVISORS LLC | 6,250 | 262,000 | 1.81% | ||
| 13 | CYPRESS ASSET MANAGEMENT INC/TX | 5,825 | 244,000 | 1.69% | ||
| 14 | Bollard Group LLC | 514 | 22,000 | 0.15% |
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.
