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Exponent
EXPO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
301
Anchor Investment Management
South Carolina
$64K +$58.1K +555 New
AAP
302
Arax Advisory Partners
Colorado
$64K +$105 +1 +0.2%
BWP
303
Baldwin Wealth Partners
Massachusetts
$63.8K +$57.9K +553 New
UFF
304
USA Financial Formulas
Michigan
$60.2K +$54.6K +522 New
OAM
305
Ostrum Asset Management
France
$59.6K -$77.6K -742 -59%
DB
306
Danske Bank
Denmark
$57.6K +$52.3K +500 New
QCG
307
Quadrant Capital Group
Ohio
$51.2K +$2.72K +26 +6%
NA
308
NewEdge Advisors
Louisiana
$50.1K -$2.72K -26 -6%
CFM
309
Catalyst Funds Management
Australia
$46.1K +$41.8K +400 New
FHA
310
First Horizon Advisors
Tennessee
$41.4K +$105 +1 +0.3%
SWM
311
Spire Wealth Management
Virginia
$34.9K -$6.8K -65 -18%
RA
312
Rise Advisors
New York
$34.1K +$105 +1 +0.3%
GSEP
313
Golden State Equity Partners
California
$31.6K +$28.7K +274 New
TIM
314
Tortoise Investment Management
New York
$28.7K +$3.03K +29 +13%
AF
315
Allworth Financial
California
$27.6K +$628 +6 +3%
N
316
Natixis
France
$27.2K +$24.7K +236 New
BIA
317
Bell Investment Advisors
California
$26.5K – – –
VCM
318
Versant Capital Management
Arizona
$26.4K – – –
WIM
319
Westside Investment Management
California
$26.2K +$23.7K +227 New
LFA
320
LGT Financial Advisors
Texas
$23.3K – – –
GRP
321
Global Retirement Partners
California
$21.5K – – –
OC
322
Oarsman Capital
Wisconsin
$19.8K +$18K +172 New
WBC
323
West Branch Capital
Massachusetts
$19.6K – – –
UB
324
UMB Bank
Missouri
$17.4K +$12.4K +119 +372%
HWM
325
Hemington Wealth Management
Virginia
$16K +$18K +172 New
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