| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | 16,366 | 2,302,000 | 36.14% | ||
| 2 | Veritable, L.P. | 14,623 | 2,057,000 | 32.30% | ||
| 3 | DOWLING & YAHNKE LLC | 7,038 | 990,000 | 15.54% | ||
| 4 | SHELTON CAPITAL MANAGEMENT | 2,715 | 382,000 | 6.00% | ||
| 5 | BOSTON FAMILY OFFICE LLC | 2,400 | 338,000 | 5.31% | ||
| 6 | KCM INVESTMENT ADVISORS LLC | 2,135 | 300,000 | 4.71% |
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.
