| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOWLING & YAHNKE LLC | 110,532 | 9,275,000 | 37.70% | ||
| 2 | Veritable, L.P. | 88,031 | 7,387,000 | 30.02% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 38,444 | 3,226,000 | 13.11% | ||
| 4 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 29,828 | 2,503,000 | 10.17% | ||
| 5 | Karp Capital Management Corp | 17,595 | 1,476,000 | 6.00% | ||
| 6 | BOYS ARNOLD & CO INC | 8,780 | 737,000 | 3.00% |
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.
