| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SOL Capital Management CO | 632,968 | 7,096,000 | 91.34% | ||
| 2 | Veritable, L.P. | 43,035 | 482,000 | 6.20% | ||
| 3 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 17,035 | 191,000 | 2.46% |
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.