| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Huntington Steele LLC | 42,636 | 3,507,000 | 48.03% | ||
| 2 | MOLONEY SECURITIES ASSET MANAGEMENT, LLC | 11,118 | 914,000 | 12.52% | ||
| 3 | PATTEN & PATTEN INC/TN | 10,428 | 858,000 | 11.75% | ||
| 4 | Coe Capital Management, LLC | 5,554 | 457,000 | 6.26% | ||
| 5 | Lapides Asset Management, LLC | 4,900 | 403,000 | 5.52% | ||
| 6 | Marquette Asset Management, LLC | 4,112 | 338,000 | 4.63% | ||
| 7 | PINNACLE ASSOCIATES LTD | 3,805 | 313,000 | 4.29% | ||
| 8 | Pinnacle Wealth Management Advisory Group, LLC | 2,830 | 233,000 | 3.19% | ||
| 9 | SILICON VALLEY CAPITAL PARTNERS | 2,513 | 207,000 | 2.84% | ||
| 10 | Plante Moran Financial Advisors, LLC | 867 | 71,000 | 0.97% |
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.
