| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TAYLOR WEALTH MANAGEMENT PARTNERS | 1,000 | 1,000 | 1.11% | ||
| 2 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 145,000 | 89,000 | 98.89% |
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.
