| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOWLING & YAHNKE LLC | 113,398 | 12,194,000 | 70.78% | ||
| 2 | CYPRESS CAPITAL MANAGEMENT LLC | 23,295 | 2,505,000 | 14.54% | ||
| 3 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 17,128 | 1,842,000 | 10.69% | ||
| 4 | Veritable, L.P. | 4,282 | 460,000 | 2.67% | ||
| 5 | CABOT WEALTH MANAGEMENT INC | 2,117 | 228,000 | 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.
