| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 108,885 | 11,899,000 | 63.39% | ||
| 2 | S&CO INC | 30,295 | 3,311,000 | 17.64% | ||
| 3 | DOWLING & YAHNKE LLC | 20,102 | 2,197,000 | 11.70% | ||
| 4 | Detwiler Fenton Investment Management LLC | 3,588 | 392,000 | 2.09% | ||
| 5 | MONTAG A & ASSOCIATES INC | 3,095 | 338,000 | 1.80% | ||
| 6 | WOODMONT INVESTMENT COUNSEL LLC | 2,450 | 268,000 | 1.43% | ||
| 7 | Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,900 | 208,000 | 1.11% | ||
| 8 | Karp Capital Management Corp | 1,450 | 158,000 | 0.84% |
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.
