| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EADS & HEALD WEALTH MANAGEMENT | 2,765 | 201,000 | 1.48% | ||
| 2 | REYNOLDS CAPITAL MANAGEMENT LLC | 3,100 | 225,000 | 1.66% | ||
| 3 | CrestPoint Capital Management, LLC | 3,200 | 232,000 | 1.71% | ||
| 4 | KCM INVESTMENT ADVISORS LLC | 6,225 | 451,000 | 3.32% | ||
| 5 | SVB WEALTH LLC | 9,862 | 715,000 | 5.27% | ||
| 6 | PRIO WEALTH LIMITED PARTNERSHIP | 11,656 | 845,000 | 6.23% | ||
| 7 | World Asset Management Inc | 16,066 | 1,165,000 | 8.59% | ||
| 8 | TOTH FINANCIAL ADVISORY CORP | 61,232 | 4,441,000 | 32.73% | ||
| 9 | AUXIER ASSET MANAGEMENT LLC | 72,970 | 5,292,000 | 39.01% |
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.
