| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Colonial Trust Advisors | 67,000 | 3,785,000 | 33.07% | ||
| 2 | BOURGEON CAPITAL MANAGEMENT LLC | 42,393 | 2,395,000 | 20.93% | ||
| 3 | World Asset Management Inc | 16,280 | 919,000 | 8.03% | ||
| 4 | CULLINAN ASSOCIATES INC | 15,900 | 898,000 | 7.85% | ||
| 5 | NUANCE INVESTMENTS, LLC | 12,182 | 688,000 | 6.01% | ||
| 6 | EADS & HEALD WEALTH MANAGEMENT | 12,043 | 680,000 | 5.94% | ||
| 7 | Hodges Capital Management Inc. | 11,500 | 650,000 | 5.68% | ||
| 8 | Regent Investment Management LLC | 10,101 | 571,000 | 4.99% | ||
| 9 | BOYS ARNOLD & CO INC | 9,174 | 518,000 | 4.53% | ||
| 10 | RONALD BLUE & CO LLC | 6,004 | 340,000 | 2.97% |
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.
