| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOWLING & YAHNKE LLC | 113,339 | 8,932,000 | 45.51% | ||
| 2 | Veritable, L.P. | 89,545 | 7,057,000 | 35.96% | ||
| 3 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 29,828 | 2,351,000 | 11.98% | ||
| 4 | Karp Capital Management Corp | 16,325 | 1,287,000 | 6.56% |
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.
