| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASPIRIANT HOLDINGS S3, LLC | 39,680 | 3,608,000 | 57.35% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 23,503 | 2,137,000 | 33.97% | ||
| 3 | GAMBLE JONES INVESTMENT COUNSEL | 6,000 | 546,000 | 8.68% |
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.
