| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 79,711 | 2,516,000 | 35.36% | ||
| 2 | SOUTH TEXAS MONEY MANAGEMENT LTD | 47,563 | 1,501,000 | 21.09% | ||
| 3 | GOFEN & GLOSSBERG LLC /IL/ | 33,342 | 1,052,000 | 14.78% | ||
| 4 | NEVILLE RODIE & SHAW INC | 20,040 | 632,000 | 8.88% | ||
| 5 | VAN STRUM & TOWNE INC. | 13,859 | 437,000 | 6.14% | ||
| 6 | LATHROP INVESTMENT MANAGEMENT CO | 11,486 | 362,000 | 5.09% | ||
| 7 | TOWER BRIDGE ADVISORS | 10,801 | 340,886 | 4.79% | ||
| 8 | KARPAS STRATEGIES, LLC | 8,253 | 260,000 | 3.65% | ||
| 9 | WEALTHPLAN PARTNERS, LLC | 489 | 15,433 | 0.22% |
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.
