| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 51,440 | 823,000 | 36.87% | ||
| 2 | Oxbow Advisors, LLC | 40,325 | 645,000 | 28.90% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 27,165 | 435,000 | 19.49% | ||
| 4 | Camelot Portfolios, LLC | 10,400 | 166,000 | 7.44% | ||
| 5 | PATTEN & PATTEN INC/TN | 10,193 | 163,000 | 7.30% |
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.
