| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CapWealth Advisors, LLC | 585,355 | 2,458,000 | 97.24% | ||
| 2 | Vision Capital Management, Inc. | 13,800 | 58,000 | 2.29% | ||
| 3 | Estabrook Capital Management | 2,000 | 8,400 | 0.33% | ||
| 4 | Patten Group, Inc. | 807 | 3,389 | 0.13% |
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.
