| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cetera Advisors LLC | 25,354 | 2,983,000 | 28.59% | ||
| 2 | CONDOR CAPITAL MANAGEMENT | 23,176 | 2,723,000 | 26.09% | ||
| 3 | WOODMONT INVESTMENT COUNSEL LLC | 17,355 | 2,039,000 | 19.54% | ||
| 4 | Veritable, L.P. | 13,764 | 1,617,000 | 15.50% | ||
| 5 | DOWLING & YAHNKE LLC | 3,570 | 419,000 | 4.02% | ||
| 6 | Cetera Advisor Networks LLC | 3,236 | 381,000 | 3.65% | ||
| 7 | KCM INVESTMENT ADVISORS LLC | 2,280 | 268,000 | 2.57% | ||
| 8 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 40 | 5,000 | 0.05% |
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.
