| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CapWealth Advisors, LLC | 586,205 | 3,078,000 | 94.14% | ||
| 2 | Trust Asset Management LLC | 20,729 | 109,000 | 3.33% | ||
| 3 | Vision Capital Management, Inc. | 13,800 | 72,000 | 2.20% | ||
| 4 | Estabrook Capital Management | 2,000 | 10,500 | 0.32% |
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.
