| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOWLING & YAHNKE LLC | 117,845 | 13,493,000 | 72.02% | ||
| 2 | CYPRESS CAPITAL MANAGEMENT LLC | 21,192 | 2,426,000 | 12.95% | ||
| 3 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 16,278 | 1,864,000 | 9.95% | ||
| 4 | Veritable, L.P. | 4,282 | 490,000 | 2.62% | ||
| 5 | CABOT WEALTH MANAGEMENT INC | 2,117 | 242,000 | 1.29% | ||
| 6 | Aureus Asset Management, LLC | 1,900 | 218,000 | 1.16% | ||
| 7 | QCI ASSET MANAGEMENT INC/NY | 22 | 3,000 | 0.02% |
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.
