| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 63,985 | 3,219,000 | 64.33% | ||
| 2 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 13,610 | 685,000 | 13.69% | ||
| 3 | World Asset Management Inc | 11,431 | 575,000 | 11.49% | ||
| 4 | CrestPoint Capital Management, LLC | 5,500 | 277,000 | 5.54% | ||
| 5 | Liberty Capital Management, Inc. | 4,920 | 248,000 | 4.96% |
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.
