| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | 20,941 | 2,623,000 | 37.93% | ||
| 2 | Veritable, L.P. | 13,764 | 1,724,000 | 24.93% | ||
| 3 | WOODMONT INVESTMENT COUNSEL LLC | 8,565 | 1,073,000 | 15.52% | ||
| 4 | Cetera Advisor Networks LLC | 5,881 | 739,000 | 10.69% | ||
| 5 | DOWLING & YAHNKE LLC | 3,670 | 460,000 | 6.65% | ||
| 6 | KCM INVESTMENT ADVISORS LLC | 2,360 | 296,000 | 4.28% |
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.
