| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STUART CHAUSSEE & ASSOCIATES, INC. | 67,460 | 5,483,000 | 48.63% | ||
| 2 | Huntington Steele LLC | 37,818 | 3,074,000 | 27.27% | ||
| 3 | PATTEN & PATTEN INC/TN | 10,783 | 876,000 | 7.77% | ||
| 4 | SILICON VALLEY CAPITAL PARTNERS | 7,121 | 579,000 | 5.14% | ||
| 5 | Lapides Asset Management, LLC | 4,900 | 398,000 | 3.53% | ||
| 6 | Marquette Asset Management, LLC | 4,112 | 334,000 | 2.96% | ||
| 7 | PINNACLE ASSOCIATES LTD | 3,900 | 317,000 | 2.81% | ||
| 8 | Pinnacle Wealth Management Advisory Group, LLC | 2,575 | 209,000 | 1.85% | ||
| 9 | 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.
