| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PATTEN & PATTEN INC/TN | 10,353 | 720,000 | 53.49% | ||
| 2 | Coe Capital Management, LLC | 8,959 | 623,000 | 46.29% | ||
| 3 | CapWealth Advisors, LLC | 50 | 3,000 | 0.22% |
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.
