| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FARR MILLER & WASHINGTON LLC/DC | 4,000 | 252,000 | 3.74% | ||
| 2 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 5,479 | 345,000 | 5.11% | ||
| 3 | KCM INVESTMENT ADVISORS LLC | 8,000 | 504,000 | 7.47% | ||
| 4 | STUYVESANT CAPITAL MANAGEMENT | 28,250 | 1,779,000 | 26.38% | ||
| 5 | ASPIRIANT HOLDINGS S3, LLC | 61,372 | 3,865,000 | 57.30% |
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.
