| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOWLING & YAHNKE LLC | 12,016 | 1,546,000 | 30.82% | ||
| 2 | CUMBERLAND ADVISORS INC | 9,220 | 1,186,000 | 23.64% | ||
| 3 | CONDOR CAPITAL MANAGEMENT | 6,343 | 816,000 | 16.27% | ||
| 4 | KCM INVESTMENT ADVISORS LLC | 3,821 | 492,000 | 9.81% | ||
| 5 | BOSTON FAMILY OFFICE LLC | 3,005 | 387,000 | 7.72% | ||
| 6 | TRAIN BABCOCK ADVISORS LLC | 2,875 | 370,000 | 7.38% | ||
| 7 | SONATA CAPITAL GROUP INC | 1,700 | 219,000 | 4.37% |
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.
