| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOWLING & YAHNKE LLC | 63,020 | 2,365,000 | 47.05% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37,660 | 1,413,000 | 28.11% | ||
| 3 | FRANKLIN STREET ADVISORS INC /NC | 22,160 | 832,000 | 16.55% | ||
| 4 | REYNOLDS CAPITAL MANAGEMENT LLC | 11,100 | 417,000 | 8.30% |
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.
