| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOWLING & YAHNKE LLC | 63,020 | 2,848,000 | 79.87% | ||
| 2 | REYNOLDS CAPITAL MANAGEMENT LLC | 11,100 | 502,000 | 14.08% | ||
| 3 | Veritable, L.P. | 4,790 | 216,000 | 6.06% |
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.
