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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
626
First Business Financial Services
Wisconsin
$3.2M -$149K -715 -5%
NSB
627
Norway Savings Bank
Maine
$3.16M +$7.29K +35 +0.3%
BMWM
628
Brown Miller Wealth Management
Virginia
$3.15M +$51K +245 +2%
CIA
629
Choate Investment Advisors
Massachusetts
$3.15M -$43.3K -208 -2%
SG
630
StoneX Group
New York
$3.14M -$22.1K -106 -0.8%
CPCPP
631
Canada Post Corporation Pension Plan
Canada
$3.13M +$2.74M +13,169 New
SCA
632
Stonebridge Capital Advisors
Minnesota
$3.1M -$196K -939 -7%
WOC
633
West Oak Capital
California
$3.09M +$176K +847 +7%
NIA
634
NIA Impact Advisors
California
$3.08M -$72.7K -349 -3%
HI
635
Horizon Investments
North Carolina
$3.07M -$1.44M -6,934 -35%
GH
636
GAM Holding
Switzerland
$3.06M -$288K -1,385 -10%
BST
637
Bath Savings Trust
Maine
$3.05M -$287K -1,377 -10%
AIC
638
Argus Investors Counsel
New York
$3.03M +$19.8K +95 +0.8%
VF
639
Vest Financial
Virginia
$3M +$620K +2,978 +31%
IIM
640
INTECH Investment Management
Florida
$3M +$1.33M +6,374 +102%
RCIM
641
Red Cedar Investment Management
Michigan
$2.99M -$882K -4,236 -25%
WJWM
642
Williams Jones Wealth Management
New York
$2.98M -$16.7K -80 -0.6%
SWA
643
Sax Wealth Advisors
New Jersey
$2.97M +$1.21M +5,811 +87%
QCG
644
Quadrant Capital Group
Ohio
$2.94M +$380K +1,823 +17%
BOS
645
Bank of Stockton
California
$2.94M -$12.1K -58 -0.5%
CC
646
Capital Counsel
New York
$2.94M – – –
FRA
647
Front Row Advisors
California
$2.94M +$5.21K +25 +0.2%
ECM
648
ExodusPoint Capital Management
New York
$2.92M -$24.3M -116,610 -90%
BP
649
Ballentine Partners
Massachusetts
$2.91M -$204K -979 -7%
ATIA
650
American Trust Investment Advisors
New Hampshire
$2.91M -$5.83K -28 -0.2%
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