| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TRAIN BABCOCK ADVISORS LLC | 17,000 | 1,789,000 | 35.47% | ||
| 2 | Veritable, L.P. | 13,227 | 1,392,000 | 27.60% | ||
| 3 | DOWLING & YAHNKE LLC | 12,000 | 1,263,000 | 25.04% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 2,945 | 310,000 | 6.15% | ||
| 5 | ASPIRIANT, LLC | 2,753 | 290,000 | 5.75% |
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.
