| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 216,845 | 2,999,000 | 41.14% | ||
| 2 | Oxbow Advisors, LLC | 178,984 | 2,475,000 | 33.95% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 46,435 | 642,000 | 8.81% | ||
| 4 | Cetera Advisors LLC | 39,835 | 551,000 | 7.56% | ||
| 5 | OARSMAN CAPITAL, INC. | 30,455 | 421,000 | 5.78% | ||
| 6 | Cetera Advisor Networks LLC | 14,611 | 202,000 | 2.77% |
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.
