| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 35,832 | 1,400,000 | 45.98% | ||
| 2 | APPLETON PARTNERS INC/MA | 35,733 | 1,396,000 | 45.85% | ||
| 3 | BTR CAPITAL MANAGEMENT INC | 6,375 | 249,000 | 8.18% |
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.
