| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Destination Wealth Management | 135,203 | 5,722,000 | 96.23% | ||
| 2 | Jacobus Wealth Management, Inc. | 5,300 | 224,000 | 3.77% |
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.
