| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASPIRIANT, LLC | 24,587 | 3,054,000 | 39.28% | ||
| 2 | CUMBERLAND ADVISORS INC | 10,720 | 1,308,000 | 16.83% | ||
| 3 | DOWLING & YAHNKE LLC | 10,561 | 1,288,000 | 16.57% | ||
| 4 | CONDOR CAPITAL MANAGEMENT | 6,367 | 777,000 | 9.99% | ||
| 5 | KCM INVESTMENT ADVISORS LLC | 3,560 | 434,000 | 5.58% | ||
| 6 | TRAIN BABCOCK ADVISORS LLC | 2,875 | 351,000 | 4.52% | ||
| 7 | BOSTON FAMILY OFFICE LLC | 2,785 | 340,000 | 4.37% | ||
| 8 | SONATA CAPITAL GROUP INC | 1,700 | 207,000 | 2.66% | ||
| 9 | QCI ASSET MANAGEMENT INC/NY | 122 | 15,000 | 0.19% |
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.
