| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOWLING & YAHNKE LLC | 108,248 | 9,734,000 | 68.63% | ||
| 2 | CYPRESS CAPITAL MANAGEMENT LLC | 26,880 | 2,417,000 | 17.04% | ||
| 3 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 17,432 | 1,567,000 | 11.05% | ||
| 4 | Veritable, L.P. | 5,179 | 466,000 | 3.29% |
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.
