| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CapWealth Advisors, LLC | 204,795 | 852,000 | 70.17% | ||
| 2 | Geduld E E | 70,000 | 291,000 | 23.97% | ||
| 3 | GLENMEDE TRUST CO NA | 12,800 | 53,000 | 4.37% | ||
| 4 | Edge Wealth Management LLC | 3,000 | 13,000 | 1.07% | ||
| 5 | Estabrook Capital Management | 1,000 | 4,160 | 0.34% | ||
| 6 | WEALTHPLAN PARTNERS, LLC | 204 | 1,000 | 0.08% |
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.
