| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOWLING & YAHNKE LLC | 109,883 | 9,352,000 | 52.35% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 65,361 | 5,563,000 | 31.14% | ||
| 3 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 30,495 | 2,595,000 | 14.53% | ||
| 4 | Veritable, L.P. | 4,100 | 349,000 | 1.95% | ||
| 5 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 54 | 5,000 | 0.03% |
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.
