| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOWLING & YAHNKE LLC | 120,655 | 13,589,000 | 73.52% | ||
| 2 | CYPRESS CAPITAL MANAGEMENT LLC | 19,125 | 2,154,000 | 11.65% | ||
| 3 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 16,111 | 1,815,000 | 9.82% | ||
| 4 | Veritable, L.P. | 4,282 | 482,000 | 2.61% | ||
| 5 | CABOT WEALTH MANAGEMENT INC | 2,117 | 238,000 | 1.29% | ||
| 6 | InterOcean Capital, LLC | 1,818 | 205,000 | 1.11% |
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.
