| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BOSTON FAMILY OFFICE LLC | 1,915 | 262,000 | 4.37% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 2,135 | 292,000 | 4.87% | ||
| 3 | SHELTON CAPITAL MANAGEMENT | 2,715 | 364,000 | 6.07% | ||
| 4 | DOWLING & YAHNKE LLC | 5,853 | 801,000 | 13.35% | ||
| 5 | Veritable, L.P. | 14,623 | 2,002,000 | 33.36% | ||
| 6 | CONDOR CAPITAL MANAGEMENT | 16,656 | 2,280,000 | 37.99% |
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.
