| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Constellation Wealth Advisors, LLC | 691,037 | 50,833,000 | 55.30% | ||
| 2 | CUMBERLAND ADVISORS INC | 315,104 | 23,179,000 | 25.22% | ||
| 3 | FLPUTNAM INVESTMENT MANAGEMENT CO | 93,003 | 6,841,000 | 7.44% | ||
| 4 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 66,209 | 4,870,000 | 5.30% | ||
| 5 | VALLEY FORGE ASSET MANAGEMENT, LLC | 39,659 | 2,917,000 | 3.17% | ||
| 6 | BURNS J W & CO INC/NY | 31,198 | 2,295,000 | 2.50% | ||
| 7 | KCM INVESTMENT ADVISORS LLC | 8,324 | 612,000 | 0.67% | ||
| 8 | MCDONALD CAPITAL INVESTORS INC/CA | 3,850 | 283,000 | 0.31% | ||
| 9 | First City Capital Management, Inc. | 1,180 | 86,801 | 0.09% | ||
| 10 | QCI ASSET MANAGEMENT INC/NY | 44 | 3,000 | 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.
