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Factset

FDS

Market cap $10.2B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
801	CH 801 Cromwell Holdings Jackson, Wyoming	$1.79K	–	–	–
802	GFL 802 Granite FO LLC Bedford, New Hampshire	$1.79K	–	–	–
803	BI 803 Binnacle Investments Urbandale, Iowa	$1.79K	+$1.75K	+4	New
804	FMP 804 Financial Management Professionals Austin, Texas	$1.79K	+$1.75K	+4	New
805	DF 805 Dunhill Financial London, United Kingdom	$1.43K	-$2.63K	-6	-67%
806	SIC 806 SJS Investment Consulting Sylvania, Ohio	$1.34K	-$29.3K	-67	-96%
807	WWM 807 Wolff Wiese Magana Carslbad, California	$1.34K	-$438	-1	-25%
808	T 808 TOBAM Paris, France	$1K	–	–	–
809	NC 809 NewSquare Capital Newtown Square, Pennsylvania	$895	-$3.5K	-8	-80%
810	BF 810 BOK Financial Tulsa, Oklahoma	$895	–	–	–
811	CWP 811 Clark Wealth Partners O'fallon, Illinois	$895	–	–	–
812	MAFA 812 MJT & Associates Financial Advisory Monteviceo, Minnesota	$895	–	–	–
813	RA 813 Rise Advisors Rochester, New York	$895	–	–	–
814	HIA 814 HFM Investment Advisors Glassboro, New Jersey	$895	+$438	+1	+100%
815	PWM 815 Parkworth Wealth Management Los Gatos, California	$895	+$438	+1	+100%
816	PWA 816 Physician Wealth Advisors Midvale, Utah	$895	+$438	+1	+100%
817	PWA 817 Principia Wealth Advisory Dallas, Texas	$895	+$876	+2	New
818	RIL 818 Rothschild Investment LLC Chicago, Illinois	$895	+$876	+2	New
819	BHWM 819 Bay Harbor Wealth Management Hunt Valley, Maryland	$894	+$438	+1	+100%
820	HFS 820 Hughes Financial Services Herndon, Virginia	$784	+$876	+2	New
821	TFM 821 TFC Financial Management Boston, Massachusetts	$448	–	–	–
822	TWD 822 True Wealth Design Akron, Ohio	$448	–	–	–
823	WCM 823 WealthTrak Capital Management Virginia Beach, Virginia	$448	–	–	–
824	KG 824 Kilter Group Rhinebeck, New York	$448	+$438	+1	New
825	QWM 825 Quaker Wealth Management Moorestown, New Jersey	$448	+$438	+1	New

Factset FDS Market cap $10.2B

Factset

FDS

Market cap $10.2B