| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | 8,614 | 1,007,000 | 34.64% | ||
| 2 | DOWLING & YAHNKE LLC | 7,577 | 886,000 | 30.48% | ||
| 3 | KCM INVESTMENT ADVISORS LLC | 3,289 | 384,000 | 13.21% | ||
| 4 | TRAIN BABCOCK ADVISORS LLC | 2,950 | 345,000 | 11.87% | ||
| 5 | CUMBERLAND ADVISORS INC | 2,440 | 285,000 | 9.80% |
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.
