| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PATTEN & PATTEN INC/TN | 1,455 | 390,000 | 91.76% | ||
| 2 | ACROSPIRE INVESTMENT MANAGEMENT LLC | 132 | 35,000 | 8.24% |
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.