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Dolby
DLB

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
276
Geneos Wealth Management
Colorado
$13K – – –
TH
277
TCTC Holdings
Texas
$13K +$12K +200 New
SL
278
Savior LLC
Massachusetts
$10K – – –
SFS
279
Sowell Financial Services
Arkansas
$9K +$6.17K +103 +278%
CFA
280
Carroll Financial Associates
North Carolina
$8K -$48.9K -816 -87%
CG
281
Cutler Group
California
$8K +$5.99K +100 +294%
FHA
282
Flagship Harbor Advisors
Massachusetts
$8K +$8.02K +134 New
FANJ
283
Financial Architects (New Jersey)
New Jersey
$7K +$60 +1 +0.9%
PFO
284
Pathstone Family Office
New Jersey
$6K – – –
GRP
285
Global Retirement Partners
California
$5K +$4.85K +81 New
DI
286
Disciplined Investments
Oklahoma
$4K – – –
SIM
287
Sonora Investment Management
Arizona
$4K – – –
JWA
288
JFS Wealth Advisors
Pennsylvania
$4K +$3.59K +60 New
CFB
289
Cullen/Frost Bankers
Texas
$3K -$2.63K -44 -50%
AF
290
Allworth Financial
California
$3K -$659 -11 -22%
BWA
291
Burt Wealth Advisors
Maryland
$3K – – –
CFFP
292
Center for Financial Planning
Michigan
$3K – – –
HNB
293
Huntington National Bank
Ohio
$3K – – –
KPW
294
Kore Private Wealth
New York
$3K +$3.11K +52 New
APA
295
American Portfolios Advisors
New York
$2.63K -$239 -4 -9%
GFPC
296
Global Financial Private Client
Florida
$2.45K – – –
HIA
297
Harbor Investment Advisory
Maryland
$2K – – –
OPS
298
Orion Portfolio Solutions
Nebraska
$2K – – –
SQA
299
Simon Quick Advisors
New Jersey
$2K – – –
AF
300
Advisornet Financial
Minnesota
$2K +$1.26K +21 +233%
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