| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOWLING & YAHNKE LLC | 102,711 | 11,479,000 | 59.90% | ||
| 2 | ASPIRIANT HOLDINGS S3, LLC | 38,201 | 4,269,000 | 22.28% | ||
| 3 | PARSONS CAPITAL MANAGEMENT INC/RI | 25,480 | 2,848,000 | 14.86% | ||
| 4 | Stillwater Capital Advisors, LLC | 5,029 | 562,000 | 2.93% | ||
| 5 | 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.
