| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Accuvest Global Advisors | 190,375 | 4,883,000 | 46.14% | ||
| 2 | ASPIRIANT HOLDINGS S3, LLC | 185,860 | 4,767,000 | 45.04% | ||
| 3 | Karp Capital Management Corp | 28,006 | 718,000 | 6.78% | ||
| 4 | WINDWARD CAPITAL MANAGEMENT CO /CA | 8,425 | 216,000 | 2.04% |
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.
