| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PATTEN & PATTEN INC/TN | 71,035 | 2,329,000 | 46.11% | ||
| 2 | Curi Capital, LLC | 70,306 | 2,305,000 | 45.63% | ||
| 3 | Karpus Management, Inc. | 6,605 | 217,000 | 4.30% | ||
| 4 | FIRST FOUNDATION ADVISORS | 6,115 | 200,000 | 3.96% |
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.
