| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOWLING & YAHNKE LLC | 105,691 | 9,800,000 | 35.38% | ||
| 2 | Veritable, L.P. | 90,288 | 8,371,000 | 30.22% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 38,451 | 3,566,000 | 12.88% | ||
| 4 | Karp Capital Management Corp | 32,059 | 2,973,000 | 10.73% | ||
| 5 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 28,901 | 2,680,000 | 9.68% | ||
| 6 | WBI INVESTMENTS, LLC | 3,309 | 307,000 | 1.11% |
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.
