| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASPIRIANT HOLDINGS S3, LLC | 26,262 | 3,218,000 | 36.45% | ||
| 2 | DOWLING & YAHNKE LLC | 11,881 | 1,456,000 | 16.49% | ||
| 3 | CUMBERLAND ADVISORS INC | 10,860 | 1,331,000 | 15.08% | ||
| 4 | CONDOR CAPITAL MANAGEMENT | 8,272 | 1,014,000 | 11.48% | ||
| 5 | Kovitz Investment Group, LLC | 5,910 | 724,000 | 8.20% | ||
| 6 | KCM INVESTMENT ADVISORS LLC | 3,301 | 404,000 | 4.58% | ||
| 7 | TRAIN BABCOCK ADVISORS LLC | 2,875 | 352,000 | 3.99% | ||
| 8 | SONATA CAPITAL GROUP INC | 2,690 | 330,000 | 3.74% |
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.
