| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASPIRIANT HOLDINGS S3, LLC | 49,344 | 5,242,000 | 37.08% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 15,659 | 1,663,000 | 11.76% | ||
| 3 | LOWE BROCKENBROUGH & CO INC | 13,900 | 1,477,000 | 10.45% | ||
| 4 | WestEnd Advisors, LLC | 11,523 | 1,224,088 | 8.66% | ||
| 5 | CUMBERLAND ADVISORS INC | 8,870 | 942,000 | 6.66% | ||
| 6 | Ramsay, Stattman, Vela & Price, Inc. | 6,500 | 690,000 | 4.88% | ||
| 7 | TRAIN BABCOCK ADVISORS LLC | 5,641 | 599,000 | 4.24% | ||
| 8 | Accuvest Global Advisors | 5,350 | 568,000 | 4.02% | ||
| 9 | KCM INVESTMENT ADVISORS LLC | 4,765 | 506,000 | 3.58% | ||
| 10 | Boltwood Capital Management | 3,650 | 388,000 | 2.74% | ||
| 11 | CONDOR CAPITAL MANAGEMENT | 2,784 | 296,000 | 2.09% | ||
| 12 | PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 2,693 | 286,000 | 2.02% | ||
| 13 | Forest Hill Capital, LLC | 2,400 | 255,000 | 1.80% |
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.
