| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Tillar-Wenstrup Advisors, LLC | 78,680 | 1,958,000 | 46.79% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 44,480 | 1,107,000 | 26.45% | ||
| 3 | CONDOR CAPITAL MANAGEMENT | 30,902 | 769,000 | 18.38% | ||
| 4 | OARSMAN CAPITAL, INC. | 14,120 | 351,000 | 8.39% |
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.
