| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Legacy Capital Partners, Inc. | 319,796 | 3,003,000 | 55.73% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 79,394 | 746,000 | 13.85% | ||
| 3 | CATAWBA CAPITAL MANAGEMENT /VA | 52,535 | 493,000 | 9.15% | ||
| 4 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 46,829 | 440,000 | 8.17% | ||
| 5 | CROFT-LEOMINSTER INC | 40,800 | 383,000 | 7.11% | PRN | |
| 6 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 21,000 | 197,000 | 3.66% | ||
| 7 | J.P. Morgan Private Wealth Advisors LLC | 13,372 | 126,000 | 2.34% |
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.
