| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PITTENGER & ANDERSON INC | 78,192 | 2,956,000 | 52.24% | ||
| 2 | APPLETON PARTNERS INC/MA | 35,052 | 1,325,000 | 23.42% | ||
| 3 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 30,062 | 1,136,000 | 20.08% | ||
| 4 | BTR CAPITAL MANAGEMENT INC | 6,375 | 241,000 | 4.26% |
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.
