| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOWLING & YAHNKE LLC | 117,945 | 12,615,000 | 73.01% | ||
| 2 | CYPRESS CAPITAL MANAGEMENT LLC | 20,882 | 2,234,000 | 12.93% | ||
| 3 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 16,328 | 1,746,000 | 10.10% | ||
| 4 | Veritable, L.P. | 4,282 | 458,000 | 2.65% | ||
| 5 | CABOT WEALTH MANAGEMENT INC | 2,117 | 226,000 | 1.31% |
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.
