| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASPIRIANT HOLDINGS S3, LLC | 60,765 | 3,905,000 | 76.43% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 8,900 | 572,000 | 11.20% | ||
| 3 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 5,829 | 375,000 | 7.34% | ||
| 4 | FARR MILLER & WASHINGTON LLC/DC | 4,000 | 257,000 | 5.03% |
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.
