| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Tillar-Wenstrup Advisors, LLC | 47,568 | 1,224,000 | 34.50% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 44,934 | 1,152,000 | 32.47% | ||
| 3 | CONDOR CAPITAL MANAGEMENT | 30,309 | 777,000 | 21.90% | ||
| 4 | OARSMAN CAPITAL, INC. | 15,425 | 395,000 | 11.13% |
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.
