| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 90,211 | 3,395,000 | 26.12% | ||
| 2 | SOUTH TEXAS MONEY MANAGEMENT LTD | 79,472 | 2,991,000 | 23.01% | ||
| 3 | GOFEN & GLOSSBERG LLC /IL/ | 72,133 | 2,714,000 | 20.88% | ||
| 4 | NEVILLE RODIE & SHAW INC | 20,394 | 767,000 | 5.90% | ||
| 5 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 14,755 | 555,000 | 4.27% | ||
| 6 | VAN STRUM & TOWNE INC. | 13,859 | 522,000 | 4.02% | ||
| 7 | TOWER BRIDGE ADVISORS | 10,601 | 398,923 | 3.07% | ||
| 8 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 10,126 | 381,000 | 2.93% | ||
| 9 | LATHROP INVESTMENT MANAGEMENT CO | 9,738 | 366,000 | 2.82% | ||
| 10 | KARPAS STRATEGIES, LLC | 8,462 | 318,000 | 2.45% | ||
| 11 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 7,765 | 292,000 | 2.25% | ||
| 12 | ALMANACK INVESTMENT PARTNERS, LLC. | 6,613 | 249,000 | 1.92% | ||
| 13 | KELLY LAWRENCE W & ASSOCIATES INC/CA | 1,331 | 50,000 | 0.38% |
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.
