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Factset

FDS

Market cap $10.9B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
601	NIM 601 NEOS Investment Management Westport, Connecticut	$239K	–	–	–
602	TAM 602 Tocqueville Asset Management New York	$239K	–	–	–
603	PWP 603 Phillips Wealth Planners Starkville, Mississippi	$237K	+$1.82K	+4	+0.7%
604	BWM 604 Baron Wealth Management Troy, Michigan	$236K	-$7.28K	-16	-3%
605	RSWM 605 Robertson Stephens Wealth Management San Francisco, California	$236K	-$552K	-1,212	-70%
606	RT 606 Rockland Trust Hanover, Massachusetts	$232K	-$110K	-241	-32%
607	QCG 607 Quadrant Capital Group Cincinnati, Ohio	$231K	+$166K	+365	+253%
608	BC 608 Bridgefront Capital Austin, Texas	$231K	-$773K	-1,697	-77%
609	AIA 609 Arbor Investment Advisors Winston Salem, North Carolina	$227K	–	–	–
610	BEC 610 Blue Edge Capital Richmond, Virginia	$227K	–	–	–
611	MC 611 Middleton & Co Boston, Massachusetts	$227K	–	–	–
612	HFS 612 Hantz Financial Services Southfield, Michigan	$226K	-$9.38M	-20,596	-98%
613	CAM 613 Claret Asset Management Montreal, Quebec, Canada	$226K	+$2.28K	+5	+1%
614	EA 614 Everpar Advisors Tulsa, Oklahoma	$226K	-$21.4K	-47	-9%
615	TFP 615 Tilia Fiduciary Partners Wilmington, North Carolina	$225K	–	–	–
616	SC 616 Savant Capital Rockford, Illinois	$221K	-$34.1K	-75	-13%
617	SSW 617 Smith Shellnut Wilson Ridgeland, Mississippi	$221K	+$13.7K	+30	+7%
618	CAM 618 Creekmur Asset Management Morton, Illinois	$218K	+$219K	+480	New
619	WEG 619 World Equity Group Schaumburg, Illinois	$218K	+$219K	+480	New
620	FW 620 FullCircle Wealth Dallas, Texas	$217K	+$34.6K	+76	+17%
621	GC 621 Guggenheim Capital Chicago, Illinois	$211K	-$73.3K	-161	-26%
622	OC 622 Oppenheimer & Co New York	$211K	+$8.2K	+18	+4%
623	JSW 623 Journey Strategic Wealth Summit, New Jersey	$211K	-$20.9K	-46	-9%
624	FFA 624 Farther Finance Advisors San Francisco, California	$207K	-$21.4K	-47	-9%
625	FFN 625 Focus Financial Network Minneapolis, Minnesota	$205K	–	–	–

Factset FDS Market cap $10.9B

Factset

FDS

Market cap $10.9B