| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WOODMONT INVESTMENT COUNSEL LLC | 55,330 | 3,044,000 | 50.09% | ||
| 2 | Veritable, L.P. | 13,990 | 770,000 | 12.67% | ||
| 3 | KCM INVESTMENT ADVISORS LLC | 12,805 | 704,000 | 11.58% | ||
| 4 | SMITH HAYES Advisers, Inc | 12,496 | 687,000 | 11.30% | ||
| 5 | STALEY CAPITAL ADVISERS INC | 9,450 | 520,000 | 8.56% | ||
| 6 | PATTEN & PATTEN INC/TN | 3,770 | 207,000 | 3.41% | ||
| 7 | JAMES INVESTMENT RESEARCH, INC. | 2,400 | 132,000 | 2.17% | ||
| 8 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 236 | 13,000 | 0.21% |
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.
