| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PATTEN & PATTEN INC/TN | 57,408 | 2,161,000 | 25.30% | ||
| 2 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 56,872 | 2,141,000 | 25.06% | ||
| 3 | NORTH STAR ASSET MANAGEMENT INC | 31,560 | 1,188,000 | 13.91% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 22,082 | 831,000 | 9.73% | ||
| 5 | ROTHSCHILD INVESTMENT LLC /IL | 18,275 | 688,000 | 8.05% | ||
| 6 | Stillwater Capital Advisors, LLC | 10,523 | 396,000 | 4.64% | ||
| 7 | 1834 INVESTMENT ADVISORS CO | 9,617 | 362,000 | 4.24% | ||
| 8 | CABOT WEALTH MANAGEMENT INC | 8,198 | 309,000 | 3.62% | ||
| 9 | TRAIN BABCOCK ADVISORS LLC | 6,250 | 235,000 | 2.75% | ||
| 10 | CYPRESS ASSET MANAGEMENT INC/TX | 5,625 | 212,000 | 2.48% | ||
| 11 | Bollard Group LLC | 516 | 19,000 | 0.22% |
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.
