| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 27,293 | 957,000 | 48.70% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 19,590 | 687,000 | 34.96% | ||
| 3 | TRAIN BABCOCK ADVISORS LLC | 8,647 | 303,000 | 15.42% | ||
| 4 | Evercore Wealth Management, LLC | 504 | 18,000 | 0.92% |
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.
