| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASPIRIANT HOLDINGS S3, LLC | 26,365 | 3,416,000 | 53.13% | ||
| 2 | CHURCHILL MANAGEMENT Corp | 11,917 | 1,544,000 | 24.02% | ||
| 3 | GAMBLE JONES INVESTMENT COUNSEL | 6,000 | 777,000 | 12.09% | ||
| 4 | Atlas Brown,Inc. | 2,985 | 387,000 | 6.02% | ||
| 5 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 2,355 | 305,000 | 4.74% |
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.
