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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1551
Morningstar Investment Management
Illinois
$18.7M +$6.03M +20,034 +49%
QCG
1552
Quadrant Capital Group
Ohio
$18.7M +$388K +1,290 +2%
SVWAG
1553
Sound View Wealth Advisors Group
Georgia
$18.7M +$443K +1,471 +2%
IAIM
1554
International Assets Investment Management
Florida
$18.7M -$3.69M -12,268 -12%
KC
1555
Knuff & Co
California
$18.6M -$1.74M -5,772 -9%
ZB
1556
Zions Bancorporation
Utah
$18.6M +$3.18M +10,575 +21%
PGAM
1557
Princeton Global Asset Management
New Jersey
$18.6M -$720K -2,394 -4%
RWM
1558
RKL Wealth Management
Pennsylvania
$18.6M +$124K +412 +0.7%
TFS
1559
TrustCore Financial Services
Tennessee
$18.5M +$4.44M +14,742 +32%
EIM
1560
Essex Investment Management
Massachusetts
$18.5M -$530K -1,762 -3%
SIM
1561
Sentry Investment Management
Wisconsin
$18.5M -$62.3K -207 -0.3%
BCM
1562
Bornite Capital Management
New York
$18.5M – – –
CSUI
1563
Cincinnati Specialty Underwriters Insurance
Ohio
$18.5M – – –
TS
1564
Tamar Securities
California
$18.5M +$3.94M +13,101 +28%
CHC
1565
City Holding Co
West Virginia
$18.4M -$106K -351 -0.6%
MCM
1566
Monarch Capital Management
Indiana
$18.4M -$50.2K -167 -0.3%
ZAM
1567
Zevin Asset Management
Massachusetts
$18.4M +$844K +2,807 +5%
WANY
1568
Wealthspire Advisors (New York)
New York
$18.3M -$9.46M -31,428 -35%
S
1569
Seeyond
France
$18.3M -$1.27M -4,230 -7%
BS
1570
Bessemer Securities
New York
$18.3M – – –
RIM
1571
Regent Investment Management
Kentucky
$18.2M +$210K +698 +1%
AIA
1572
Allied Investment Advisors
Montana
$18.2M +$490K +1,629 +3%
IB
1573
Iyo Bank
Japan
$18.1M +$3.73M +12,387 +27%
PBC
1574
Pavion Blue Capital
California
$18.1M -$590K -1,962 -3%
LWANC
1575
Laurel Wealth Advisors (North Carolina)
North Carolina
$18.1M -$202K -670 -1%
61 62
63
64 65