| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FARR MILLER & WASHINGTON LLC/DC | 4,000 | 261,000 | 3.79% | ||
| 2 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 5,279 | 345,000 | 5.01% | ||
| 3 | KCM INVESTMENT ADVISORS LLC | 7,713 | 504,000 | 7.31% | ||
| 4 | STUYVESANT CAPITAL MANAGEMENT | 28,250 | 1,845,000 | 26.77% | ||
| 5 | ASPIRIANT HOLDINGS S3, LLC | 60,272 | 3,936,000 | 57.12% |
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.
