| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOWLING & YAHNKE LLC | 105,626 | 11,343,000 | 59.00% | ||
| 2 | ASPIRIANT HOLDINGS S3, LLC | 37,844 | 4,064,000 | 21.14% | ||
| 3 | PARSONS CAPITAL MANAGEMENT INC/RI | 27,005 | 2,900,000 | 15.09% | ||
| 4 | Stillwater Capital Advisors, LLC | 8,545 | 917,000 | 4.77% |
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.
