| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Clean Yield Group | 40,595 | 307,000 | 52.21% | ||
| 2 | DOWLING & YAHNKE LLC | 37,200 | 281,000 | 47.79% |
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.
