| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOWLING & YAHNKE LLC | 11,446 | 1,585,000 | 31.55% | ||
| 2 | CUMBERLAND ADVISORS INC | 6,960 | 964,000 | 19.19% | ||
| 3 | CONDOR CAPITAL MANAGEMENT | 6,345 | 879,000 | 17.50% | ||
| 4 | KCM INVESTMENT ADVISORS LLC | 3,824 | 530,000 | 10.55% | ||
| 5 | BOSTON FAMILY OFFICE LLC | 3,370 | 467,000 | 9.30% | ||
| 6 | TRAIN BABCOCK ADVISORS LLC | 2,625 | 363,000 | 7.23% | ||
| 7 | SONATA CAPITAL GROUP INC | 1,700 | 235,000 | 4.68% |
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.
