| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WOODMONT INVESTMENT COUNSEL LLC | 55,385 | 3,011,000 | 48.73% | ||
| 2 | PATTEN & PATTEN INC/TN | 14,060 | 764,000 | 12.36% | ||
| 3 | Veritable, L.P. | 13,990 | 760,000 | 12.30% | ||
| 4 | SMITH HAYES Advisers, Inc | 13,346 | 725,000 | 11.73% | ||
| 5 | STALEY CAPITAL ADVISERS INC | 9,450 | 514,000 | 8.32% | ||
| 6 | KCM INVESTMENT ADVISORS LLC | 4,710 | 256,000 | 4.14% | ||
| 7 | JAMES INVESTMENT RESEARCH, INC. | 2,400 | 130,000 | 2.10% | ||
| 8 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 236 | 13,000 | 0.21% | ||
| 9 | EFG Private Wealth Management (Americas) Corp. | 117 | 6,000 | 0.10% |
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.
