| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 72,454 | 2,238,000 | 47.63% | ||
| 2 | SOUTH TEXAS MONEY MANAGEMENT LTD | 41,004 | 1,267,000 | 26.97% | ||
| 3 | NEVILLE RODIE & SHAW INC | 19,055 | 589,000 | 12.54% | ||
| 4 | TOWER BRIDGE ADVISORS | 11,729 | 362,308 | 7.71% | ||
| 5 | KARPAS STRATEGIES, LLC | 7,849 | 242,000 | 5.15% |
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.
