| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Constellation Wealth Advisors, LLC | 689,802 | 55,046,000 | 54.19% | ||
| 2 | CUMBERLAND ADVISORS INC | 330,210 | 26,351,000 | 25.94% | ||
| 3 | FLPUTNAM INVESTMENT MANAGEMENT CO | 104,089 | 8,306,000 | 8.18% | ||
| 4 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 67,274 | 5,368,000 | 5.28% | ||
| 5 | VALLEY FORGE ASSET MANAGEMENT, LLC | 40,173 | 3,206,000 | 3.16% | ||
| 6 | BURNS J W & CO INC/NY | 25,722 | 2,053,000 | 2.02% | ||
| 7 | KCM INVESTMENT ADVISORS LLC | 9,239 | 737,000 | 0.73% | ||
| 8 | MCDONALD CAPITAL INVESTORS INC/CA | 3,850 | 307,000 | 0.30% | ||
| 9 | InterOcean Capital, LLC | 2,531 | 202,000 | 0.20% | ||
| 10 | QCI ASSET MANAGEMENT INC/NY | 44 | 4,000 | 0.00% |
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.
