| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PATTEN & PATTEN INC/TN | 11,024 | 811,000 | 33.46% | ||
| 2 | Coe Capital Management, LLC | 9,886 | 727,000 | 29.99% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 8,715 | 641,000 | 26.44% | ||
| 4 | D L CARLSON INVESTMENT GROUP INC | 2,720 | 200,000 | 8.25% | ||
| 5 | Crosspoint Capital Strategies, LLC | 350 | 26,000 | 1.07% | ||
| 6 | SYNOVUS FINANCIAL CORP | 200 | 15,000 | 0.62% | ||
| 7 | CapWealth Advisors, LLC | 50 | 4,000 | 0.17% |
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.
