| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Legacy Capital Partners, Inc. | 316,890 | 3,207,000 | 54.56% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 79,394 | 803,000 | 13.66% | ||
| 3 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 50,113 | 507,000 | 8.63% | ||
| 4 | CATAWBA CAPITAL MANAGEMENT /VA | 49,445 | 500,000 | 8.51% | ||
| 5 | CROFT-LEOMINSTER INC | 40,800 | 412,000 | 7.01% | ||
| 6 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 21,000 | 213,000 | 3.62% | ||
| 7 | J.P. Morgan Private Wealth Advisors LLC | 13,372 | 135,000 | 2.30% | ||
| 8 | Fiera Capital Corp | 10,000 | 101,000 | 1.72% |
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.
