| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Colonial Trust Advisors | 65,625 | 3,456,000 | 28.92% | ||
| 2 | BOURGEON CAPITAL MANAGEMENT LLC | 54,393 | 2,864,000 | 23.97% | ||
| 3 | NUANCE INVESTMENTS, LLC | 27,687 | 1,458,000 | 12.20% | ||
| 4 | CULLINAN ASSOCIATES INC | 15,600 | 821,000 | 6.87% | ||
| 5 | World Asset Management Inc | 14,582 | 768,000 | 6.43% | ||
| 6 | EADS & HEALD WEALTH MANAGEMENT | 11,883 | 626,000 | 5.24% | ||
| 7 | Regent Investment Management LLC | 10,101 | 532,000 | 4.45% | ||
| 8 | BOYS ARNOLD & CO INC | 9,174 | 483,000 | 4.04% | ||
| 9 | Hodges Capital Management Inc. | 7,500 | 395,000 | 3.31% | ||
| 10 | RONALD BLUE & CO LLC | 5,993 | 316,000 | 2.64% | ||
| 11 | Pergamon Offshore Advisors, L.P. | 4,359 | 230,000 | 1.92% |
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.
