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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
701
Soltis Investment Advisors
Utah
$7.01M -$1.61M -23,530 -19%
BHIA
702
Birch Hill Investment Advisors
Massachusetts
$7.01M -$54.8K -800 -0.8%
SIMG
703
Sonora Investment Management Group
Arizona
$6.99M -$212K -3,091 -3%
TIM
704
Tikehau Investment Management
France
$6.96M +$791K +11,550 +14%
WAM
705
Weatherly Asset Management
California
$6.92M +$509K +7,431 +8%
BMA
706
Brooks Moore & Associates
Tennessee
$6.91M +$21.9K +320 +0.3%
KOCAA
707
Knights of Columbus Asset Advisors
Connecticut
$6.9M -$109K -1,587 -2%
CHC
708
City Holding Co
West Virginia
$6.9M +$254K +3,716 +4%
RP
709
Rice Partnership
Hawaii
$6.9M +$338K +4,931 +5%
CRC
710
Curi RMB Capital
Illinois
$6.83M -$3.69M -53,815 -36%
AC
711
Addenda Capital
Quebec, Canada
$6.83M +$274 +4 +0%
AAM
712
Auxier Asset Management
Oregon
$6.83M +$1.23K +18 +0%
OAM
713
Oppenheimer Asset Management
New York
$6.81M +$516K +7,540 +9%
ECM
714
Everence Capital Management
Indiana
$6.79M +$424K +6,190 +7%
SRIM
715
Saratoga Research & Investment Management
California
$6.78M -$295K -4,313 -4%
BHBT
716
Burke & Herbert Bank & Trust
Virginia
$6.78M -$34.7K -507 -0.5%
RIA
717
RPG Investment Advisory
California
$6.76M -$66.1K -966 -1%
PMG
718
ProVise Management Group
Florida
$6.74M -$258K -3,763 -4%
WI
719
Wahed Invest
New York
$6.74M +$585K +8,548 +10%
FGP
720
Foyston, Gordon, & Payne
Ontario, Canada
$6.73M – – –
FTWA
721
Fifth Third Wealth Advisors
Ohio
$6.73M +$925K +13,509 +17%
BEI
722
Benjamin Edwards Inc
Missouri
$6.72M +$5.31M +77,580 +485%
TFA
723
Toth Financial Advisory
Virginia
$6.72M -$4.25K -62 -0.1%
NB
724
NBT Bank
New York
$6.71M -$220K -3,207 -3%
HPC
725
HM Payson & Co
Maine
$6.71M +$21.1K +308 +0.3%
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