| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOWLING & YAHNKE LLC | 104,353 | 11,498,000 | 59.77% | ||
| 2 | ASPIRIANT HOLDINGS S3, LLC | 38,389 | 4,230,000 | 21.99% | ||
| 3 | PARSONS CAPITAL MANAGEMENT INC/RI | 26,231 | 2,890,000 | 15.02% | ||
| 4 | Stillwater Capital Advisors, LLC | 5,605 | 618,000 | 3.21% |
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.
