| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 50,000 | 83,000 | 68.03% | ||
| 2 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 13,412 | 22,000 | 18.03% | ||
| 3 | TAURUS ASSET MANAGEMENT, LLC | 10,000 | 17,000 | 13.93% |
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.
