| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cetera Advisors LLC | 25,760 | 2,986,000 | 28.59% | ||
| 2 | CONDOR CAPITAL MANAGEMENT | 23,464 | 2,718,000 | 26.02% | ||
| 3 | WOODMONT INVESTMENT COUNSEL LLC | 17,425 | 2,019,000 | 19.33% | ||
| 4 | Veritable, L.P. | 13,764 | 1,594,000 | 15.26% | ||
| 5 | Cetera Advisor Networks LLC | 3,777 | 438,000 | 4.19% | ||
| 6 | DOWLING & YAHNKE LLC | 3,610 | 418,000 | 4.00% | ||
| 7 | KCM INVESTMENT ADVISORS LLC | 2,280 | 264,000 | 2.53% | ||
| 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.
