| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STUART CHAUSSEE & ASSOCIATES, INC. | 68,738 | 5,652,000 | 69.05% | ||
| 2 | PATTEN & PATTEN INC/TN | 10,779 | 885,000 | 10.81% | ||
| 3 | Coe Capital Management, LLC | 5,554 | 456,000 | 5.57% | ||
| 4 | Lapides Asset Management, LLC | 4,800 | 394,000 | 4.81% | ||
| 5 | PINNACLE ASSOCIATES LTD | 3,995 | 328,000 | 4.01% | ||
| 6 | Huntington Steele LLC | 2,915 | 239,000 | 2.92% | ||
| 7 | D L CARLSON INVESTMENT GROUP INC | 2,765 | 227,000 | 2.77% | ||
| 8 | CapWealth Advisors, LLC | 50 | 4,000 | 0.05% |
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.