| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 75,307 | 2,444,000 | 47.21% | ||
| 2 | SOUTH TEXAS MONEY MANAGEMENT LTD | 44,880 | 1,456,000 | 28.13% | ||
| 3 | NEVILLE RODIE & SHAW INC | 19,743 | 641,000 | 12.38% | ||
| 4 | TOWER BRIDGE ADVISORS | 11,600 | 376,426 | 7.27% | ||
| 5 | KARPAS STRATEGIES, LLC | 7,997 | 259,000 | 5.00% |
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.
