| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 13,372 | 137,000 | 2.44% | ||
| 2 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 21,000 | 215,000 | 3.83% | ||
| 3 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 43,181 | 441,000 | 7.86% | ||
| 4 | CATAWBA CAPITAL MANAGEMENT /VA | 52,535 | 537,000 | 9.57% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 79,394 | 811,000 | 14.45% | ||
| 6 | Legacy Capital Partners, Inc. | 340,923 | 3,471,000 | 61.85% |
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.
