| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOWLING & YAHNKE LLC | 105,479 | 11,355,000 | 69.85% | ||
| 2 | ASPIRIANT HOLDINGS S3, LLC | 36,474 | 3,926,000 | 24.15% | ||
| 3 | Stillwater Capital Advisors, LLC | 9,060 | 975,000 | 6.00% |
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.
