| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASPIRIANT, LLC | 24,581 | 3,315,000 | 59.33% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 12,546 | 1,284,000 | 22.98% | ||
| 3 | GAMBLE JONES INVESTMENT COUNSEL | 6,000 | 614,000 | 10.99% | ||
| 4 | PRIVATE CAPITAL MANAGEMENT INC | 3,650 | 374,000 | 6.69% |
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.
