| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CapWealth Advisors, LLC | 33,725 | 37,000 | 97.37% | ||
| 2 | SHARKEY, HOWES & JAVER | 950 | 1,000 | 2.63% | ||
| 3 | Vantage Investment Advisors, LLC | 284 | 0 | 0.00% |
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.
