| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 41,320 | 1,382,000 | 49.34% | ||
| 2 | APPLETON PARTNERS INC/MA | 36,182 | 1,210,000 | 43.20% | ||
| 3 | BTR CAPITAL MANAGEMENT INC | 6,240 | 209,000 | 7.46% |
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.
