| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TRAIN BABCOCK ADVISORS LLC | 19,350 | 1,955,000 | 32.35% | ||
| 2 | Veritable, L.P. | 13,227 | 1,336,000 | 22.10% | ||
| 3 | DOWLING & YAHNKE LLC | 11,305 | 1,142,000 | 18.89% | ||
| 4 | ASPIRIANT HOLDINGS S3, LLC | 9,393 | 949,000 | 15.70% | ||
| 5 | AUGUSTINE ASSET MANAGEMENT INC | 3,547 | 358,000 | 5.92% | ||
| 6 | HOLLENCREST CAPITAL MANAGEMENT | 2,944 | 298,000 | 4.93% | ||
| 7 | Plante Moran Financial Advisors, LLC | 62 | 6,000 | 0.10% |
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.
