| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Beaumont Financial Partners, LLC | 330,704 | 24,931,000 | 85.89% | ||
| 2 | Coe Capital Management, LLC | 12,254 | 924,000 | 3.18% | ||
| 3 | PATTEN & PATTEN INC/TN | 10,189 | 768,000 | 2.65% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 8,855 | 668,000 | 2.30% | ||
| 5 | SMITH HAYES Advisers, Inc | 8,037 | 606,000 | 2.09% | ||
| 6 | PARSONS CAPITAL MANAGEMENT INC/RI | 5,785 | 437,000 | 1.51% | ||
| 7 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 4,765 | 359,000 | 1.24% | ||
| 8 | MERIDIAN MANAGEMENT CO | 4,000 | 302,000 | 1.04% | ||
| 9 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 355 | 27,000 | 0.09% | ||
| 10 | CapWealth Advisors, LLC | 50 | 4,000 | 0.01% |
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.
