| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Colonial Trust Advisors | 64,684 | 3,870,000 | 39.83% | ||
| 2 | BOURGEON CAPITAL MANAGEMENT LLC | 25,500 | 1,526,000 | 15.71% | ||
| 3 | World Asset Management Inc | 16,378 | 980,000 | 10.09% | ||
| 4 | EADS & HEALD WEALTH MANAGEMENT | 12,295 | 736,000 | 7.58% | ||
| 5 | NUANCE INVESTMENTS, LLC | 12,004 | 718,000 | 7.39% | ||
| 6 | Regent Investment Management LLC | 10,101 | 604,000 | 6.22% | ||
| 7 | CG Asset Management LLC | 10,000 | 598,000 | 6.15% | ||
| 8 | RONALD BLUE & CO LLC | 6,022 | 361,000 | 3.72% | ||
| 9 | BOYS ARNOLD & CO INC | 5,174 | 323,000 | 3.32% |
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.
