| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CYPRESS CAPITAL MANAGEMENT LLC | 130,505 | 11,918,000 | 50.84% | ||
| 2 | DOWLING & YAHNKE LLC | 100,130 | 9,144,000 | 39.00% | ||
| 3 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 17,447 | 1,593,000 | 6.79% | ||
| 4 | Veritable, L.P. | 3,882 | 355,000 | 1.51% | ||
| 5 | Geneva Advisors, LLC | 2,430 | 222,000 | 0.95% | ||
| 6 | SMITH HAYES Advisers, Inc | 2,326 | 212,000 | 0.90% |
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.
