| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Legacy Capital Partners, Inc. | 330,486 | 3,629,000 | 50.24% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 79,394 | 872,000 | 12.07% | ||
| 3 | CATAWBA CAPITAL MANAGEMENT /VA | 75,345 | 827,000 | 11.45% | ||
| 4 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 49,452 | 543,000 | 7.52% | ||
| 5 | LOEB PARTNERS CORP | 48,000 | 527,000 | 7.30% | ||
| 6 | CROFT-LEOMINSTER INC | 40,800 | 447,000 | 6.19% | ||
| 7 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 21,000 | 231,000 | 3.20% | ||
| 8 | J.P. Morgan Private Wealth Advisors LLC | 13,372 | 147,000 | 2.04% |
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.
