| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PATTEN & PATTEN INC/TN | 11,005 | 201,000 | 97.57% | ||
| 2 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 288 | 5,000 | 2.43% |
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.