| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Legacy Capital Partners, Inc. | 333,619 | 3,654,000 | 51.31% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 79,394 | 869,000 | 12.20% | ||
| 3 | CATAWBA CAPITAL MANAGEMENT /VA | 75,345 | 825,000 | 11.58% | ||
| 4 | LOEB PARTNERS CORP | 48,000 | 526,000 | 7.39% | ||
| 5 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 46,829 | 513,000 | 7.20% | ||
| 6 | CROFT-LEOMINSTER INC | 40,800 | 446,000 | 6.26% | ||
| 7 | J.P. Morgan Private Wealth Advisors LLC | 26,422 | 289,000 | 4.06% |
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.
