| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Pinnacle Holdings, LLC | 46,888 | 7,624,965 | 37.67% | SH | |
| 2 | Livingston Group Asset Management CO (operating as Southport Capital Management) | 13,030 | 2,119,000 | 10.47% | ||
| 3 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 11,563 | 1,880,000 | 9.29% | ||
| 4 | Tufton Capital Management | 10,444 | 1,698,000 | 8.39% | ||
| 5 | Narwhal Capital Management | 6,750 | 1,098,000 | 5.43% | ||
| 6 | SOL Capital Management CO | 5,505 | 895,000 | 4.42% | ||
| 7 | GAMBLE JONES INVESTMENT COUNSEL | 5,203 | 846,000 | 4.18% | ||
| 8 | KCM INVESTMENT ADVISORS LLC | 4,621 | 751,000 | 3.71% | ||
| 9 | DOWLING & YAHNKE LLC | 3,645 | 593,000 | 2.93% | ||
| 10 | InterOcean Capital, LLC | 3,604 | 586,000 | 2.90% | ||
| 11 | OARSMAN CAPITAL, INC. | 2,903 | 472,000 | 2.33% | ||
| 12 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 2,751 | 447,000 | 2.21% | ||
| 13 | SignalPoint Asset Management, LLC | 2,226 | 362,000 | 1.79% | ||
| 14 | CIM, LLC | 1,940 | 315,000 | 1.56% | ||
| 15 | QCI ASSET MANAGEMENT INC/NY | 1,745 | 284,000 | 1.40% | ||
| 16 | Fiera Capital Corp | 1,330 | 216,000 | 1.07% | ||
| 17 | Vigilant Capital Management, LLC | 320 | 52,000 | 0.26% |
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.
