| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CapWealth Advisors, LLC | 500,995 | 2,229,000 | 85.78% | ||
| 2 | Geduld E E | 70,000 | 312,000 | 12.01% | ||
| 3 | GLENMEDE TRUST CO NA | 8,800 | 39,000 | 1.50% | ||
| 4 | Edge Wealth Management LLC | 3,000 | 13,000 | 0.50% | SH | |
| 5 | Estabrook Capital Management | 1,000 | 4,450 | 0.17% | ||
| 6 | WEALTHPLAN PARTNERS, LLC | 204 | 908 | 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.
