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Factset

FDS

Market cap $10.9B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
601	PWP 601 Phillips Wealth Planners Starkville, Mississippi	$224K	-$14K	-33	-6%
602	VIM 602 Vinva Investment Management Sydney, Australia	$222K	+$39.1K	+92	+21%
603	AWS 603 Atria Wealth Solutions New York	$222K	-$71K	-167	-23%
604	NIM 604 NEOS Investment Management Westport, Connecticut	$216K	–	–	–
605	TAM 605 Tocqueville Asset Management New York	$214K	–	–	–
606	PL 606 Perpetual Ltd Sydney, New South Wales, Australia	$213K	-$4.25K	-10	-2%
607	BBW 607 Blue Barn Wealth Orem, Utah	$213K	+$5.1K	+12	+2%
608	GT 608 Glenview Trust Louisville, Kentucky	$212K	–	–	–
609	BFG 609 Bouchey Financial Group Troy, New York	$210K	+$2.13K	+5	+1%
610	SP 610 Symmetry Partners Glastonbury, Connecticut	$209K	–	–	–
611	BWM 611 Baron Wealth Management Troy, Michigan	$209K	–	–	–
612	CL 612 Choreo LLC Rockford, Illinois	$208K	+$215K	+505	New
613	OC 613 Oppenheimer & Co New York	$206K	+$26.8K	+63	+14%
614	AIA 614 Arbor Investment Advisors Winston Salem, North Carolina	$204K	–	–	–
615	BEC 615 Blue Edge Capital Richmond, Virginia	$204K	–	–	–
616	MC 616 Middleton & Co Boston, Massachusetts	$204K	–	–	–
617	BRWA 617 B. Riley Wealth Advisors Boca Raton, Florida	$203K	-$105K	-247	-33%
618	HW 618 Hancock Whitney Gulfport, Mississippi	$202K	-$12M	-28,151	-98%
619	TFP 619 Tilia Fiduciary Partners Wilmington, North Carolina	$202K	–	–	–
620	PTC 620 Private Trust Company Cleveland, Ohio	$184K	+$73.1K	+172	+61%
621	DAM 621 Delta Asset Management Memphis, Tennessee	$184K	–	–	–
622	LFG 622 Larson Financial Group St Louis, Missouri	$183K	+$20K	+47	+12%
623	CAM 623 Creekmur Asset Management Morton, Illinois	$176K	+$183K	+430	New
624	ECM 624 Estabrook Capital Management New York	$174K	–	–	–
625	FFA 625 Farther Finance Advisors San Francisco, California	$170K	+$93.5K	+220	+114%

Factset FDS Market cap $10.9B

Factset

FDS

Market cap $10.9B