| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASPIRIANT, LLC | 16,000 | 77,000 | 41.18% | ||
| 2 | Caprock Group, LLC | 12,470 | 60,000 | 32.09% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 10,319 | 50,000 | 26.74% |
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.
