| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CapWealth Advisors, LLC | 624,310 | 7,991,000 | 96.84% | ||
| 2 | Vision Capital Management, Inc. | 16,200 | 207,000 | 2.51% | ||
| 3 | Edge Wealth Management LLC | 2,217 | 28,000 | 0.34% | ||
| 4 | Estabrook Capital Management | 2,000 | 25,600 | 0.31% |
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.
