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Factset

FDS

Market cap $10.9B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
801	WWM 801 Wolff Wiese Magana Carslbad, California	$1.82K	-$2.73K	-6	-60%
802	GFL 802 Granite FO LLC Bedford, New Hampshire	$1.82K	–	–	–
803	CH 803 Cromwell Holdings Jackson, Wyoming	$1.82K	+$1.82K	+4	New
804	T 804 TOBAM Paris, France	$1K	-$71K	-156	-98%
805	TFA 805 Transamerica Financial Advisors St. Petersburg, Florida	$1K	–	–	–
806	MAFA 806 MJT & Associates Financial Advisory Monteviceo, Minnesota	$910	+$911	+2	New
807	CFB 807 Cullen/Frost Bankers San Antonio, Texas	$909	-$9.11K	-20	-91%
808	CWP 808 Clark Wealth Partners O'fallon, Illinois	$909	-$455	-1	-33%
809	BF 809 BOK Financial Tulsa, Oklahoma	$909	–	–	–
810	PA 810 PSI Advisors Tampa, Florida	$909	–	–	–
811	WPA 811 West Paces Advisors Atlanta, Georgia	$909	–	–	–
812	FCAS 812 First Command Advisory Services Fort Worth, Texas	$909	+$911	+2	New
813	RA 813 Rise Advisors Rochester, New York	$909	+$911	+2	New
814	TWD 814 True Wealth Design Akron, Ohio	$455	-$7.28K	-16	-94%
815	PWM 815 Parkworth Wealth Management Los Gatos, California	$455	–	–	–
816	TFM 816 TFC Financial Management Boston, Massachusetts	$455	–	–	–
817	T 817 Transce3nd Kyle, Texas	$455	–	–	–
818	WCM 818 WealthTrak Capital Management Virginia Beach, Virginia	$455	–	–	–
819	WA 819 WestEnd Advisors Charlotte, North Carolina	$455	–	–	–
820	BFS 820 Bare Financial Services Gap, Pennsylvania	$455	+$455	+1	New
821	HIA 821 HFM Investment Advisors Glassboro, New Jersey	$455	+$455	+1	New
822	PWA 822 Physician Wealth Advisors Midvale, Utah	$455	+$455	+1	New
823	BHWM 823 Bay Harbor Wealth Management Hunt Valley, Maryland	$454	+$455	+1	New
824	CPG 824 Cornerstone Planning Group Fairfield, New Jersey	$426	+$455	+1	New
825	YDMI 825 Y.D. More Investments Ramat Gan, Israel	$64	+$2.73K	+6	+13%

Factset FDS Market cap $10.9B

Factset

FDS

Market cap $10.9B