| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Daniel Devine & Co | 176,460 | 4,849,000 | 48.18% | ||
| 2 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 172,269 | 4,734,000 | 47.04% | ||
| 3 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 17,512 | 481,000 | 4.78% |
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.
