| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SONATA CAPITAL GROUP INC | 1,700 | 214,000 | 3.98% | ||
| 2 | TRAIN BABCOCK ADVISORS LLC | 2,875 | 362,000 | 6.74% | ||
| 3 | BOSTON FAMILY OFFICE LLC | 2,930 | 368,000 | 6.85% | ||
| 4 | KCM INVESTMENT ADVISORS LLC | 3,814 | 480,000 | 8.94% | ||
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4,333 | 545,000 | 10.15% | ||
| 6 | CONDOR CAPITAL MANAGEMENT | 6,299 | 792,000 | 14.74% | ||
| 7 | CUMBERLAND ADVISORS INC | 10,200 | 1,283,000 | 23.88% | ||
| 8 | DOWLING & YAHNKE LLC | 10,561 | 1,328,000 | 24.72% |
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.
