| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | L. Roy Papp & Associates, LLP | 175,724 | 11,649,000 | 44.40% | ||
| 2 | Leonetti & Associates, LLC | 155,250 | 10,292,000 | 39.23% | ||
| 3 | CONDOR CAPITAL MANAGEMENT | 41,748 | 2,767,000 | 10.55% | ||
| 4 | Willingdon Wealth Management | 6,930 | 460,000 | 1.75% | ||
| 5 | KCM INVESTMENT ADVISORS LLC | 5,790 | 384,000 | 1.46% | ||
| 6 | SONATA CAPITAL GROUP INC | 5,350 | 355,000 | 1.35% | ||
| 7 | Crestwood Advisors Group, LLC | 3,750 | 249,000 | 0.95% | ||
| 8 | Evercore Wealth Management, LLC | 1,200 | 80,000 | 0.30% |
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.
