| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASPIRIANT HOLDINGS S3, LLC | 60,710 | 4,264,000 | 55.48% | ||
| 2 | STUYVESANT CAPITAL MANAGEMENT | 30,500 | 2,142,000 | 27.87% | ||
| 3 | KCM INVESTMENT ADVISORS LLC | 8,500 | 597,000 | 7.77% | ||
| 4 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 5,704 | 401,000 | 5.22% | ||
| 5 | FARR MILLER & WASHINGTON LLC/DC | 4,000 | 281,000 | 3.66% |
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.
