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Factset

FDS

Market cap $10.2B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
801	SIM 801 Synergy Investment Management Altamonte Springs, Florida	$2.27K	–	–	–
802	VNA 802 Valley National Advisers Bethlehem, Pennsylvania	$2K	–	–	–
803	WWM 803 Wolff Wiese Magana Carslbad, California	$1.82K	-$2.73K	-6	-60%
804	GFL 804 Granite FO LLC Bedford, New Hampshire	$1.82K	–	–	–
805	CH 805 Cromwell Holdings Jackson, Wyoming	$1.82K	+$1.82K	+4	New
806	T 806 TOBAM Paris, France	$1K	-$71K	-156	-98%
807	TFA 807 Transamerica Financial Advisors St. Petersburg, Florida	$1K	–	–	–
808	MAFA 808 MJT & Associates Financial Advisory Monteviceo, Minnesota	$910	+$911	+2	New
809	CFB 809 Cullen/Frost Bankers San Antonio, Texas	$909	-$9.11K	-20	-91%
810	CWP 810 Clark Wealth Partners O'fallon, Illinois	$909	-$455	-1	-33%
811	BF 811 BOK Financial Tulsa, Oklahoma	$909	–	–	–
812	PA 812 PSI Advisors Tampa, Florida	$909	–	–	–
813	WPA 813 West Paces Advisors Atlanta, Georgia	$909	–	–	–
814	FCAS 814 First Command Advisory Services Fort Worth, Texas	$909	+$911	+2	New
815	RA 815 Rise Advisors Rochester, New York	$909	+$911	+2	New
816	TWD 816 True Wealth Design Akron, Ohio	$455	-$7.28K	-16	-94%
817	PWM 817 Parkworth Wealth Management Los Gatos, California	$455	–	–	–
818	TFM 818 TFC Financial Management Boston, Massachusetts	$455	–	–	–
819	T 819 Transce3nd Kyle, Texas	$455	–	–	–
820	WCM 820 WealthTrak Capital Management Virginia Beach, Virginia	$455	–	–	–
821	WA 821 WestEnd Advisors Charlotte, North Carolina	$455	–	–	–
822	BFS 822 Bare Financial Services Gap, Pennsylvania	$455	+$455	+1	New
823	HIA 823 HFM Investment Advisors Glassboro, New Jersey	$455	+$455	+1	New
824	PWA 824 Physician Wealth Advisors Midvale, Utah	$455	+$455	+1	New
825	BHWM 825 Bay Harbor Wealth Management Hunt Valley, Maryland	$454	+$455	+1	New

Factset FDS Market cap $10.2B

Factset

FDS

Market cap $10.2B