| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOWLING & YAHNKE LLC | 7,585 | 828,000 | 37.20% | ||
| 2 | CONDOR CAPITAL MANAGEMENT | 5,497 | 600,000 | 26.95% | ||
| 3 | TRAIN BABCOCK ADVISORS LLC | 3,450 | 377,000 | 16.94% | ||
| 4 | KCM INVESTMENT ADVISORS LLC | 3,279 | 358,000 | 16.08% | ||
| 5 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 580 | 63,000 | 2.83% |
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.
