| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 178,978 | 2,722,000 | 51.18% | ||
| 2 | 1834 INVESTMENT ADVISORS CO | 102,795 | 1,564,000 | 29.40% | ||
| 3 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 25,055 | 381,000 | 7.16% | ||
| 4 | SHELTON CAPITAL MANAGEMENT | 22,569 | 343,000 | 6.45% | ||
| 5 | Geneva Advisors, LLC | 15,333 | 233,000 | 4.38% | ||
| 6 | America First Investment Advisors, LLC | 5,000 | 76,000 | 1.43% |
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.
