| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOWLING & YAHNKE LLC | 101,071 | 10,122,000 | 37.56% | ||
| 2 | Veritable, L.P. | 97,547 | 9,769,000 | 36.25% | ||
| 3 | Karp Capital Management Corp | 32,141 | 3,219,000 | 11.95% | ||
| 4 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 27,941 | 2,798,000 | 10.38% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 9,948 | 996,000 | 3.70% | ||
| 6 | JAMES INVESTMENT RESEARCH, INC. | 432 | 43,000 | 0.16% |
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.
