| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | 1834 INVESTMENT ADVISORS CO | 5,146 | 238,000 | 3.63% | ||
| 2 | TRAIN BABCOCK ADVISORS LLC | 5,129 | 238,000 | 3.63% | ||
| 3 | PREMIER ASSET MANAGEMENT LLC | 10,475 | 484,000 | 7.38% | ||
| 4 | STRATEGY ASSET MANAGERS LLC | 15,285 | 707,000 | 10.78% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 19,651 | 909,000 | 13.87% | ||
| 6 | ARGENT CAPITAL MANAGEMENT LLC | 20,690 | 958,000 | 14.61% | ||
| 7 | GREENWOOD CAPITAL ASSOCIATES LLC | 27,536 | 1,274,000 | 19.43% | ||
| 8 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 37,765 | 1,748,000 | 26.66% |
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.
