| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Tillar-Wenstrup Advisors, LLC | 49,510 | 1,309,000 | 34.68% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 45,831 | 1,211,000 | 32.09% | ||
| 3 | CONDOR CAPITAL MANAGEMENT | 32,627 | 862,000 | 22.84% | ||
| 4 | OARSMAN CAPITAL, INC. | 14,824 | 392,000 | 10.39% |
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.
