| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cetera Advisors LLC | 27,221 | 3,006,000 | 28.71% | ||
| 2 | CONDOR CAPITAL MANAGEMENT | 23,661 | 2,621,000 | 25.03% | ||
| 3 | WOODMONT INVESTMENT COUNSEL LLC | 18,685 | 2,070,000 | 19.77% | ||
| 4 | Veritable, L.P. | 13,764 | 1,525,000 | 14.57% | ||
| 5 | Cetera Advisor Networks LLC | 4,529 | 506,000 | 4.83% | ||
| 6 | DOWLING & YAHNKE LLC | 4,333 | 480,000 | 4.58% | ||
| 7 | KCM INVESTMENT ADVISORS LLC | 2,280 | 253,000 | 2.42% | ||
| 8 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 81 | 9,000 | 0.09% |
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.
