| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 61,510 | 3,052,000 | 69.32% | ||
| 2 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 14,631 | 726,000 | 16.49% | ||
| 3 | SOL Capital Management CO | 7,200 | 357,000 | 8.11% | ||
| 4 | ROTHSCHILD INVESTMENT LLC /IL | 5,400 | 268,000 | 6.09% |
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.
