| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Guild Investment Management, Inc. | 280,052 | 6,136,000 | 40.45% | ||
| 2 | Veritable, L.P. | 87,940 | 1,927,000 | 12.70% | ||
| 3 | PATTEN & PATTEN INC/TN | 81,767 | 1,792,000 | 11.81% | ||
| 4 | InterOcean Capital, LLC | 67,412 | 1,477,000 | 9.74% | ||
| 5 | AVALON CAPITAL MANAGEMENT | 44,646 | 978,000 | 6.45% | ||
| 6 | Savant Capital, LLC | 41,812 | 916,000 | 6.04% | ||
| 7 | Azimuth Capital Management LLC | 40,580 | 889,000 | 5.86% | ||
| 8 | WBI INVESTMENTS, LLC | 19,261 | 422,000 | 2.78% | ||
| 9 | BAINCO INTERNATIONAL INVESTORS | 15,400 | 337,000 | 2.22% | ||
| 10 | ROTHSCHILD INVESTMENT LLC /IL | 9,977 | 219,000 | 1.44% | ||
| 11 | SYNOVUS FINANCIAL CORP | 3,485 | 76,000 | 0.50% |
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.
