| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | 17,535 | 2,373,000 | 39.62% | ||
| 2 | Veritable, L.P. | 14,623 | 1,979,000 | 33.04% | ||
| 3 | DOWLING & YAHNKE LLC | 5,759 | 779,000 | 13.01% | ||
| 4 | SHELTON CAPITAL MANAGEMENT | 2,715 | 367,000 | 6.13% | ||
| 5 | KCM INVESTMENT ADVISORS LLC | 2,135 | 289,000 | 4.82% | ||
| 6 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 1,500 | 203,000 | 3.39% |
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.
