| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 40,390 | 1,305,000 | 48.53% | ||
| 2 | APPLETON PARTNERS INC/MA | 36,572 | 1,182,000 | 43.96% | ||
| 3 | BTR CAPITAL MANAGEMENT INC | 6,240 | 202,000 | 7.51% |
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.
