| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 32,930 | 462,000 | 60.47% | ||
| 2 | DOWLING & YAHNKE LLC | 21,633 | 302,000 | 39.53% |
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.