| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PATTEN & PATTEN INC/TN | 76,763 | 1,754,000 | 42.72% | ||
| 2 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 71,030 | 1,623,000 | 39.53% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 31,915 | 729,000 | 17.75% |
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.