| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Beaumont Financial Partners, LLC | 44,298 | 3,165,000 | 33.33% | ||
| 2 | SYNOVUS FINANCIAL CORP | 23,915 | 1,708,000 | 17.99% | ||
| 3 | PATTEN & PATTEN INC/TN | 23,087 | 1,649,000 | 17.37% | ||
| 4 | Coe Capital Management, LLC | 12,379 | 884,000 | 9.31% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 7,600 | 543,000 | 5.72% | ||
| 6 | SMITH HAYES Advisers, Inc | 7,012 | 501,000 | 5.28% | ||
| 7 | PARSONS CAPITAL MANAGEMENT INC/RI | 5,460 | 391,000 | 4.12% | ||
| 8 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 4,765 | 340,000 | 3.58% | ||
| 9 | MERIDIAN MANAGEMENT CO | 4,000 | 286,000 | 3.01% | ||
| 10 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 355 | 25,000 | 0.26% | ||
| 11 | CapWealth Advisors, LLC | 50 | 4,000 | 0.04% |
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.
