| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Benchmark Capital Advisors | 3,200 | 268,000 | 3.77% | ||
| 2 | Pinnacle Wealth Management Advisory Group, LLC | 3,680 | 309,000 | 4.34% | ||
| 3 | Marquette Asset Management, LLC | 4,112 | 345,000 | 4.85% | ||
| 4 | Coe Capital Management, LLC | 4,979 | 418,000 | 5.88% | ||
| 5 | PINNACLE ASSOCIATES LTD | 5,080 | 426,000 | 5.99% | ||
| 6 | PATTEN & PATTEN INC/TN | 10,368 | 869,000 | 12.22% | ||
| 7 | MOLONEY SECURITIES ASSET MANAGEMENT, LLC | 11,143 | 934,000 | 13.13% | ||
| 8 | Huntington Steele LLC | 42,271 | 3,545,000 | 49.83% |
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.
