| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PATTEN & PATTEN INC/TN | 132,734 | 3,345,000 | 61.04% | ||
| 2 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 42,140 | 1,062,000 | 19.38% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 30,600 | 771,000 | 14.07% | ||
| 4 | Carnegie Investment Counsel | 12,000 | 302,000 | 5.51% |
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.
