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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
801
Montag & Associates
Georgia
$7.11M +$44.1K +296 +0.6%
PVI
802
Pine Valley Investments
New Jersey
$7.1M +$567K +3,808 +9%
CAC
803
Core Alternative Capital
Georgia
$7.1M -$744K -5,001 -9%
FNFDCM
804
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.02M -$106K -711 -1%
FTDI
805
First Trust Direct Indexing
Massachusetts
$7.01M -$279K -1,873 -4%
MADR
806
Milestones Administradora de Recursos
Brazil
$7.01M +$2.94M +19,760 +71%
WIA
807
World Investment Advisors
California
$7M +$1.65M +11,054 +30%
FSA
808
Fort Sheridan Advisors
Illinois
$6.99M +$291K +1,956 +4%
HA
809
Hamel Associates
New Jersey
$6.98M +$159K +1,068 +2%
IF
810
Insight Folios
North Carolina
$6.96M +$480K +3,226 +7%
CBTWT
811
Community Bank & Trust (Waco, Texas)
Texas
$6.95M -$3.42K -23 -0%
AMI
812
Amica Mutual Insurance
Rhode Island
$6.94M – – –
ERIC
813
Eagle Rock Investment Company
Georgia
$6.93M -$63.3K -425 -0.9%
FCA
814
FLC Capital Advisors
California
$6.92M +$2.08K +14 +0%
WAG
815
Wallace Advisory Group
California
$6.92M -$12.5K -84 -0.2%
CWG
816
Cornerstone Wealth Group
North Carolina
$6.92M -$262K -1,759 -4%
HCA
817
Harbor Capital Advisors
Illinois
$6.87M +$95.9K +644 +1%
CCM
818
Campbell Capital Management
Florida
$6.87M +$938K +6,302 +16%
PS
819
Principal Securities
Iowa
$6.84M +$221K +1,484 +3%
MIM
820
Montgomery Investment Management
Maryland
$6.83M -$2.23K -15 -0%
AIM
821
Anchor Investment Management
South Carolina
$6.83M +$728K +4,891 +12%
RP
822
Rowlandmiller & Partners
Georgia
$6.81M -$71.6K -481 -1%
FIM
823
Fruth Investment Management
Texas
$6.8M -$15K -101 -0.2%
TFS
824
Thoroughbred Financial Services
Tennessee
$6.8M -$118K -796 -2%
CI
825
CX Institutional
Indiana
$6.8M +$3.38M +22,735 +97%
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