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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
826
FormulaFolio Investments
Michigan
$43.2M +$16.3M +135,173 +71%
FC
827
Forte Capital
New York
$43.1M -$538K -4,475 -1%
VIM
828
Vancity Investment Management
British Columbia, Canada
$42.9M +$38.9M +323,254 New
DWM
829
Doyle Wealth Management
Florida
$42.9M +$261K +2,169 +0.7%
FHA
830
First Horizon Advisors
Tennessee
$42.9M -$610K -5,073 -2%
MAM
831
Mastrapasqua Asset Management
Tennessee
$42.8M -$1.59M -13,244 -4%
PWAG
832
Polaris Wealth Advisory Group
California
$42.8M +$1.59M +13,234 +4%
JC
833
Jacobs & Co
California
$42.8M -$607K -5,046 -2%
SAA
834
Southeast Asset Advisors
Georgia
$42.8M +$79.6K +662 +0.2%
GHA
835
GW Henssler & Associates
Georgia
$42.6M -$854K -7,096 -2%
TNB
836
Thomasville National Bank
Georgia
$42.4M -$495K -4,114 -1%
VVP
837
Venture Visionary Partners
Ohio
$42.4M +$22.1M +183,651 +135%
S
838
SignatureFD
Georgia
$42.4M -$1.73M -14,389 -4%
DAS
839
Dynamic Advisor Solutions
Arizona
$42.3M -$38.5K -320 -0.1%
MRCM
840
M&R Capital Management
New Jersey
$42.1M -$2.02M -16,771 -5%
LIM
841
Leavell Investment Management
Alabama
$42M +$108K +902 +0.3%
SEIA
842
Signature Estate & Investment Advisors
California
$42M -$184K -1,527 -0.5%
FCBT
843
First Citizens Bank & Trust
North Carolina
$41.7M -$534K -4,441 -1%
AP
844
Archon Partners
New Jersey
$41.7M – – –
RG
845
Renaissance Group
Kentucky
$41.5M -$5.45M -45,289 -13%
AWE
846
Avidian Wealth Enterprises
Texas
$41.5M +$337K +2,805 +0.9%
SBWIC
847
Schaper Benz & Wise Investment Counsel
Wisconsin
$41.1M -$421K -3,496 -1%
OCAM
848
Onex Canada Asset Management
Ontario, Canada
$41.1M -$120K -997 -0.3%
HIIFS
849
Harel Insurance Investments & Financial Services
Israel
$41.1M +$155K +1,290 +1%
AUB
850
Atlantic Union Bankshares
Virginia
$41M -$1.97M -16,362 -5%
32 33
34
35 36