| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASPIRIANT HOLDINGS S3, LLC | 26,755 | 3,087,000 | 76.20% | ||
| 2 | GAMBLE JONES INVESTMENT COUNSEL | 6,000 | 692,000 | 17.08% | ||
| 3 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 2,355 | 272,000 | 6.71% |
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.
