| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 115,963 | 10,025,000 | 30.62% | ||
| 2 | DOWLING & YAHNKE LLC | 112,965 | 9,766,000 | 29.83% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 101,389 | 8,766,000 | 26.77% | ||
| 4 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 30,270 | 2,617,000 | 7.99% | ||
| 5 | Karp Capital Management Corp | 14,640 | 1,266,000 | 3.87% | ||
| 6 | WOODMONT INVESTMENT COUNSEL LLC | 3,475 | 300,000 | 0.92% |
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.
