| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PITTENGER & ANDERSON INC | 485,817 | 14,264,000 | 74.41% | ||
| 2 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 72,623 | 2,132,000 | 11.12% | ||
| 3 | SOUTH TEXAS MONEY MANAGEMENT LTD | 35,442 | 1,041,000 | 5.43% | ||
| 4 | BTR CAPITAL MANAGEMENT INC | 20,364 | 598,000 | 3.12% | ||
| 5 | NEVILLE RODIE & SHAW INC | 19,055 | 559,000 | 2.92% | ||
| 6 | TOWER BRIDGE ADVISORS | 11,729 | 344,362 | 1.80% | ||
| 7 | KARPAS STRATEGIES, LLC | 7,849 | 230,000 | 1.20% |
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.
