| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 9,520 | 507,000 | 27.86% | ||
| 2 | World Asset Management Inc | 8,809 | 468,000 | 25.71% | ||
| 3 | CrestPoint Capital Management, LLC | 6,700 | 357,000 | 19.62% | ||
| 4 | Liberty Capital Management, Inc. | 4,920 | 262,000 | 14.40% | ||
| 5 | Curi Capital, LLC | 4,239 | 226,000 | 12.42% |
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.
