| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOWLING & YAHNKE LLC | 108,093 | 10,472,000 | 67.86% | ||
| 2 | CYPRESS CAPITAL MANAGEMENT LLC | 27,775 | 2,691,000 | 17.44% | ||
| 3 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 17,432 | 1,689,000 | 10.95% | ||
| 4 | Veritable, L.P. | 3,882 | 376,000 | 2.44% | ||
| 5 | Stillwater Capital Advisors, LLC | 2,094 | 203,000 | 1.32% |
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.
