| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Convergent Wealth Advisors | 52,460 | 3,934,000 | 37.61% | ||
| 2 | SYNOVUS FINANCIAL CORP | 39,853 | 2,989,000 | 28.58% | ||
| 3 | SMITH HAYES Advisers, Inc | 12,082 | 906,000 | 8.66% | ||
| 4 | PATTEN & PATTEN INC/TN | 10,278 | 771,000 | 7.37% | ||
| 5 | Coe Capital Management, LLC | 8,859 | 664,000 | 6.35% | ||
| 6 | HOLLENCREST CAPITAL MANAGEMENT | 8,785 | 659,000 | 6.30% | ||
| 7 | MERIDIAN MANAGEMENT CO | 4,000 | 300,000 | 2.87% | ||
| 8 | D L CARLSON INVESTMENT GROUP INC | 2,745 | 206,000 | 1.97% | ||
| 9 | Crosspoint Capital Strategies, LLC | 350 | 26,000 | 0.25% | ||
| 10 | 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.
