| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOWLING & YAHNKE LLC | 119,323 | 12,769,000 | 71.99% | ||
| 2 | CYPRESS CAPITAL MANAGEMENT LLC | 19,395 | 2,075,000 | 11.70% | ||
| 3 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 16,448 | 1,760,000 | 9.92% | ||
| 4 | Veritable, L.P. | 4,282 | 458,000 | 2.58% | ||
| 5 | Regis Management CO LLC | 4,177 | 447,000 | 2.52% | ||
| 6 | CABOT WEALTH MANAGEMENT INC | 2,117 | 227,000 | 1.28% |
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.
