| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CapWealth Advisors, LLC | 565,805 | 2,637,000 | 97.23% | ||
| 2 | Vision Capital Management, Inc. | 13,300 | 62,000 | 2.29% | ||
| 3 | Estabrook Capital Management | 2,000 | 9,320 | 0.34% | ||
| 4 | Patten Group, Inc. | 807 | 3,760 | 0.14% |
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.
