| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOWLING & YAHNKE LLC | 104,147 | 10,248,000 | 38.83% | ||
| 2 | Veritable, L.P. | 97,038 | 9,549,000 | 36.18% | ||
| 3 | Karp Capital Management Corp | 33,765 | 3,322,000 | 12.59% | ||
| 4 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 27,981 | 2,753,000 | 10.43% | ||
| 5 | WBI INVESTMENTS, LLC | 5,265 | 518,000 | 1.96% | ||
| 6 | QCI ASSET MANAGEMENT INC/NY | 47 | 5,000 | 0.02% |
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.
