| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PATTEN & PATTEN INC/TN | 91,688 | 2,110,000 | 52.47% | ||
| 2 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 56,740 | 1,306,000 | 32.48% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 26,280 | 605,000 | 15.05% |
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.