| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 14,130 | 895,000 | 81.29% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 3,253 | 206,000 | 18.71% |
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.