| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Clean Yield Group | 37,695 | 258,000 | 58.11% | ||
| 2 | DOWLING & YAHNKE LLC | 27,200 | 186,000 | 41.89% |
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.
