| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 119,469 | 10,429,000 | 45.73% | ||
| 2 | DOWLING & YAHNKE LLC | 111,356 | 9,721,000 | 42.63% | ||
| 3 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 30,370 | 2,651,000 | 11.63% | ||
| 4 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 37 | 3,000 | 0.01% |
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.
