| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOWLING & YAHNKE LLC | 111,686 | 10,389,000 | 70.12% | ||
| 2 | CYPRESS CAPITAL MANAGEMENT LLC | 24,575 | 2,286,000 | 15.43% | ||
| 3 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 17,430 | 1,621,000 | 10.94% | ||
| 4 | Veritable, L.P. | 5,579 | 519,000 | 3.50% |
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.
