| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PATTEN & PATTEN INC/TN | 241,375 | 5,231,000 | 50.14% | ||
| 2 | Veritable, L.P. | 72,965 | 1,581,000 | 15.16% | ||
| 3 | InterOcean Capital, LLC | 64,302 | 1,393,000 | 13.35% | ||
| 4 | Savant Capital, LLC | 41,097 | 891,000 | 8.54% | ||
| 5 | Azimuth Capital Management LLC | 20,260 | 439,000 | 4.21% | ||
| 6 | Advisors Capital Management, LLC | 15,662 | 339,000 | 3.25% | ||
| 7 | BAINCO INTERNATIONAL INVESTORS | 15,400 | 334,000 | 3.20% | ||
| 8 | KEELEY ASSET MANAGEMENT CORP | 10,331 | 224,000 | 2.15% |
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.
