| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOWLING & YAHNKE LLC | 63,020 | 1,868,000 | 48.43% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 46,079 | 1,366,000 | 35.42% | ||
| 3 | FRANKLIN STREET ADVISORS INC /NC | 21,035 | 623,000 | 16.15% |
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.
