| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SOL Capital Management CO | 466,100 | 8,339,000 | 55.56% | ||
| 2 | Veritable, L.P. | 335,848 | 6,008,000 | 40.03% | ||
| 3 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 34,285 | 613,000 | 4.08% | ||
| 4 | CUMBERLAND ADVISORS INC | 2,780 | 50,000 | 0.33% |
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.
