| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASPIRIANT, LLC | 1,570,386 | 32,445,000 | 35.48% | ||
| 2 | US BANCORP \DE\ | 1,481,377 | 30,606,000 | 33.47% | ||
| 3 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 974,292 | 20,129,000 | 22.01% | ||
| 4 | SG Americas Securities, LLC | 106,452 | 2,199,000 | 2.40% | ||
| 5 | Salient Capital Advisors, LLC | 83,367 | 1,722,000 | 1.88% | ||
| 6 | WELLS FARGO & COMPANY/MN | 65,128 | 1,345,000 | 1.47% | ||
| 7 | Bouchey Financial Group Ltd | 0 | 784,000 | 0.86% | ||
| 8 | UBS Group AG | 35,915 | 742,000 | 0.81% | ||
| 9 | Zhang Financial LLC | 34,425 | 711,000 | 0.78% | ||
| 10 | AMERIPRISE FINANCIAL INC | 11,449 | 237,000 | 0.26% | ||
| 11 | CITADEL ADVISORS LLC | 11,387 | 235,000 | 0.26% | ||
| 12 | Creative Planning | 11,130 | 230,000 | 0.25% | ||
| 13 | Horizon Investment Services, LLC | 30,764 | 31,000 | 0.03% | ||
| 14 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,322 | 27,000 | 0.03% | ||
| 15 | FineMark National Bank & Trust | 209 | 4,000 | 0.00% | ||
| 16 | MORGAN STANLEY | 19 | 0 | 0.00% | ||
| 17 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% |
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.
