| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PATTEN & PATTEN INC/TN | 119,688 | 3,039,000 | 58.49% | ||
| 2 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 41,990 | 1,066,000 | 20.52% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 30,965 | 786,000 | 15.13% | ||
| 4 | Carnegie Investment Counsel | 12,000 | 305,000 | 5.87% |
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.
