| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PATTEN & PATTEN INC/TN | 7,500 | 335,000 | 52.76% | ||
| 2 | HighPoint Advisor Group LLC | 4,312 | 198,000 | 31.18% | ||
| 3 | ALPHA OMEGA WEALTH MANAGEMENT LLC | 2,013 | 91,000 | 14.33% | ||
| 4 | WESTPORT RESOURCES MANAGEMENT INC | 250 | 11,000 | 1.73% |
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.
