| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | 17,586 | 2,270,000 | 44.35% | ||
| 2 | Veritable, L.P. | 13,764 | 1,777,000 | 34.72% | ||
| 3 | DOWLING & YAHNKE LLC | 4,555 | 588,000 | 11.49% | ||
| 4 | KCM INVESTMENT ADVISORS LLC | 2,135 | 276,000 | 5.39% | ||
| 5 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 1,600 | 207,000 | 4.04% |
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.
