| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | 16,561 | 2,219,000 | 36.74% | ||
| 2 | Veritable, L.P. | 14,623 | 1,959,000 | 32.43% | ||
| 3 | DOWLING & YAHNKE LLC | 7,068 | 947,000 | 15.68% | ||
| 4 | SHELTON CAPITAL MANAGEMENT | 2,715 | 364,000 | 6.03% | ||
| 5 | KCM INVESTMENT ADVISORS LLC | 2,135 | 286,000 | 4.74% | ||
| 6 | BOSTON FAMILY OFFICE LLC | 1,980 | 265,000 | 4.39% |
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.
