| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOWLING & YAHNKE LLC | 99,894 | 10,620,000 | 60.43% | ||
| 2 | ASPIRIANT HOLDINGS S3, LLC | 40,116 | 4,265,000 | 24.27% | ||
| 3 | PARSONS CAPITAL MANAGEMENT INC/RI | 25,251 | 2,685,000 | 15.28% | ||
| 4 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 46 | 5,000 | 0.03% |
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.
