| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 36,728 | 1,884,000 | 39.01% | ||
| 2 | GREENWOOD CAPITAL ASSOCIATES LLC | 25,339 | 1,300,000 | 26.92% | ||
| 3 | Spruce Investment Advisors LLC | 11,917 | 611,000 | 12.65% | ||
| 4 | PREMIER ASSET MANAGEMENT LLC | 7,050 | 361,000 | 7.47% | ||
| 5 | TRAIN BABCOCK ADVISORS LLC | 5,554 | 284,000 | 5.88% | ||
| 6 | 1834 INVESTMENT ADVISORS CO | 5,491 | 282,000 | 5.84% | ||
| 7 | ARGENT CAPITAL MANAGEMENT LLC | 2,113 | 108,000 | 2.24% |
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.
