| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CUMBERLAND ADVISORS INC | 318,250 | 24,992,000 | 60.51% | ||
| 2 | FLPUTNAM INVESTMENT MANAGEMENT CO | 88,752 | 6,970,000 | 16.87% | ||
| 3 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 68,227 | 5,358,000 | 12.97% | ||
| 4 | BURNS J W & CO INC/NY | 27,518 | 2,161,000 | 5.23% | ||
| 5 | KCM INVESTMENT ADVISORS LLC | 7,799 | 612,000 | 1.48% | ||
| 6 | DT Investment Partners, LLC | 4,258 | 334,000 | 0.81% | ||
| 7 | Veritable, L.P. | 3,992 | 313,000 | 0.76% | ||
| 8 | MCDONALD CAPITAL INVESTORS INC/CA | 3,850 | 302,000 | 0.73% | ||
| 9 | MENLO ADVISORS LLC | 3,350 | 263,000 | 0.64% | ||
| 10 | QCI ASSET MANAGEMENT INC/NY | 4 | 0 | 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.