| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOWLING & YAHNKE LLC | 97,500 | 9,184,000 | 73.30% | ||
| 2 | ASPIRIANT HOLDINGS S3, LLC | 35,529 | 3,346,000 | 26.70% |
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.
