| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PINNACLE ASSOCIATES LTD | 34,493 | 1,434,000 | 21.47% | ||
| 2 | MOLONEY SECURITIES ASSET MANAGEMENT, LLC | 31,793 | 1,322,000 | 19.79% | ||
| 3 | Geller Advisors LLC | 26,405 | 1,098,000 | 16.44% | ||
| 4 | CATAWBA CAPITAL MANAGEMENT /VA | 13,751 | 572,000 | 8.56% | ||
| 5 | WECHTER FELDMAN WEALTH MANAGEMENT, INC. | 10,390 | 432,000 | 6.47% | ||
| 6 | Corundum Group, Inc. | 9,619 | 400,000 | 5.99% | ||
| 7 | Veritable, L.P. | 8,583 | 357,000 | 5.34% | ||
| 8 | GRAYBILL WEALTH MANAGEMENT, LTD. | 8,490 | 353,000 | 5.28% | ||
| 9 | Pinnacle Wealth Management Advisory Group, LLC | 8,275 | 344,000 | 5.15% | ||
| 10 | PATTEN & PATTEN INC/TN | 5,563 | 231,000 | 3.46% | ||
| 11 | Evercore Wealth Management, LLC | 2,465 | 102,000 | 1.53% | ||
| 12 | SYNOVUS FINANCIAL CORP | 850 | 35,000 | 0.52% |
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.
