| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 35,833 | 1,741,000 | 35.21% | ||
| 2 | GREENWOOD CAPITAL ASSOCIATES LLC | 26,932 | 1,308,000 | 26.45% | ||
| 3 | Spruce Investment Advisors LLC | 11,917 | 579,000 | 11.71% | ||
| 4 | PITTENGER & ANDERSON INC | 8,000 | 389,000 | 7.87% | ||
| 5 | PREMIER ASSET MANAGEMENT LLC | 6,850 | 332,000 | 6.71% | ||
| 6 | TRAIN BABCOCK ADVISORS LLC | 5,194 | 252,000 | 5.10% | ||
| 7 | 1834 INVESTMENT ADVISORS CO | 4,967 | 241,000 | 4.87% | ||
| 8 | ARGENT CAPITAL MANAGEMENT LLC | 2,113 | 103,000 | 2.08% |
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.
