| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 116,657 | 9,883,000 | 30.24% | ||
| 2 | DOWLING & YAHNKE LLC | 113,210 | 9,591,000 | 29.34% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 102,810 | 8,710,000 | 26.65% | ||
| 4 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 30,255 | 2,563,000 | 7.84% | ||
| 5 | Karp Capital Management Corp | 14,570 | 1,234,000 | 3.78% | ||
| 6 | WBI INVESTMENTS, LLC | 4,944 | 419,000 | 1.28% | ||
| 7 | WOODMONT INVESTMENT COUNSEL LLC | 3,375 | 286,000 | 0.87% |
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.
