| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOWLING & YAHNKE LLC | 100,307 | 10,274,000 | 73.47% | ||
| 2 | ASPIRIANT, LLC | 34,407 | 3,704,000 | 26.49% | ||
| 3 | QCI ASSET MANAGEMENT INC/NY | 44 | 5,000 | 0.04% |
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.
