| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CapWealth Advisors, LLC | 469,495 | 1,596,000 | 80.32% | ||
| 2 | Geduld E E | 60,000 | 204,000 | 10.27% | ||
| 3 | IRON Financial LLC | 42,345 | 144,000 | 7.25% | ||
| 4 | GLENMEDE TRUST CO NA | 8,800 | 29,000 | 1.46% | ||
| 5 | Edge Wealth Management LLC | 3,000 | 10,000 | 0.50% | SH | |
| 6 | Estabrook Capital Management | 1,000 | 3,400 | 0.17% | ||
| 7 | WEALTHPLAN PARTNERS, LLC | 204 | 694 | 0.03% |
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.
