| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 87,569 | 2,868,000 | 30.57% | ||
| 2 | GOFEN & GLOSSBERG LLC /IL/ | 70,847 | 2,320,000 | 24.73% | ||
| 3 | SOUTH TEXAS MONEY MANAGEMENT LTD | 59,288 | 1,942,000 | 20.70% | ||
| 4 | NEVILLE RODIE & SHAW INC | 20,191 | 661,000 | 7.05% | ||
| 5 | VAN STRUM & TOWNE INC. | 13,859 | 454,000 | 4.84% | ||
| 6 | LATHROP INVESTMENT MANAGEMENT CO | 10,670 | 349,000 | 3.72% | ||
| 7 | TOWER BRIDGE ADVISORS | 10,601 | 347,189 | 3.70% | ||
| 8 | KARPAS STRATEGIES, LLC | 8,253 | 270,000 | 2.88% | ||
| 9 | Buffington Mohr McNeal | 4,301 | 141,000 | 1.50% | ||
| 10 | WEALTHPLAN PARTNERS, LLC | 489 | 16,015 | 0.17% | ||
| 11 | Iowa State Bank | 434 | 14,000 | 0.15% |
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.
