| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CUMBERLAND ADVISORS INC | 437,015 | 36,530,000 | 59.98% | ||
| 2 | FLPUTNAM INVESTMENT MANAGEMENT CO | 91,162 | 7,620,000 | 12.51% | ||
| 3 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 68,037 | 5,687,000 | 9.34% | ||
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 57,588 | 4,814,000 | 7.90% | ||
| 5 | BURNS J W & CO INC/NY | 25,413 | 2,124,000 | 3.49% | ||
| 6 | L & S Advisors Inc | 14,625 | 1,223,000 | 2.01% | ||
| 7 | Geneva Advisors, LLC | 9,948 | 832,000 | 1.37% | ||
| 8 | KCM INVESTMENT ADVISORS LLC | 6,574 | 550,000 | 0.90% | ||
| 9 | DT Investment Partners, LLC | 4,258 | 356,000 | 0.58% | ||
| 10 | Veritable, L.P. | 4,214 | 352,000 | 0.58% | ||
| 11 | MCDONALD CAPITAL INVESTORS INC/CA | 3,850 | 322,000 | 0.53% | ||
| 12 | MENLO ADVISORS LLC | 3,350 | 280,000 | 0.46% | ||
| 13 | InterOcean Capital, LLC | 2,506 | 209,000 | 0.34% | ||
| 14 | Riggs Asset Managment Co. Inc. | 103 | 9,000 | 0.01% | ||
| 15 | 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.
