| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PATTEN & PATTEN INC/TN | 102,613 | 2,248,000 | 57.88% | ||
| 2 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 43,640 | 956,000 | 24.61% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 31,035 | 680,000 | 17.51% |
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.