| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | 7,292 | 791,000 | 32.23% | ||
| 2 | DOWLING & YAHNKE LLC | 7,257 | 787,000 | 32.07% | ||
| 3 | KCM INVESTMENT ADVISORS LLC | 3,279 | 356,000 | 14.51% | ||
| 4 | TRAIN BABCOCK ADVISORS LLC | 2,950 | 320,000 | 13.04% | ||
| 5 | CUMBERLAND ADVISORS INC | 1,300 | 141,000 | 5.75% | ||
| 6 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 540 | 59,000 | 2.40% |
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.
