| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | 17,310 | 2,162,000 | 46.70% | ||
| 2 | Veritable, L.P. | 13,764 | 1,719,000 | 37.13% | ||
| 3 | DOWLING & YAHNKE LLC | 3,475 | 434,000 | 9.37% | ||
| 4 | KCM INVESTMENT ADVISORS LLC | 2,520 | 315,000 | 6.80% |
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.
