| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 196,013 | 2,068,000 | 67.08% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 42,665 | 450,000 | 14.60% | ||
| 3 | OARSMAN CAPITAL, INC. | 38,512 | 406,000 | 13.17% | ||
| 4 | Curi Capital, LLC | 15,090 | 159,000 | 5.16% |
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.
