| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PATTEN & PATTEN INC/TN | 79,680 | 2,704,000 | 77.63% | ||
| 2 | FIRST FOUNDATION ADVISORS | 22,948 | 779,000 | 22.37% |
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.