| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WESTPORT RESOURCES MANAGEMENT INC | 11,000 | 477,000 | 53.66% | ||
| 2 | PATTEN & PATTEN INC/TN | 7,500 | 325,000 | 36.56% | ||
| 3 | ALPHA OMEGA WEALTH MANAGEMENT LLC | 2,013 | 87,000 | 9.79% |
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.