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Illumina
ILMN

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
551
Jacksonville Wealth Management
Florida
$347K +$370K +2,599 New
QCG
552
Quadrant Capital Group
Ohio
$334K +$10.1K +71 +3%
CFP
553
Cascade Financial Partners
California
$334K -$33.6K -236 -9%
PTC
554
Petrus Trust Company
Texas
$331K +$352K +2,475 New
AWS
555
Atria Wealth Solutions
New York
$329K -$66.4K -466 -16%
ADBIC
556
A.D. Beadell Investment Counsel
Wisconsin
$328K -$28.2K -198 -7%
IFWM
557
Institute for Wealth Management
Colorado
$317K -$41.9K -294 -11%
SAM
558
Silvercrest Asset Management
New York
$314K – – –
GS
559
GTS Securities
Florida
$314K +$111K +781 +50%
SRC
560
Sage Rhino Capital
California
$313K -$7.12K -50 -2%
LFA
561
Legacy Financial Advisors
Kentucky
$312K +$2.71K +19 +0.8%
OAM
562
Oxford Asset Management
United Kingdom
$308K +$328K +2,303 New
ACM
563
American Capital Management
New York
$304K -$33.6K -236 -9%
BP
564
BNP Paribas
France
$302K +$320K +2,250 New
JWBC
565
John W. Bristol & Co
New York
$296K -$86.9K -610 -22%
BOS
566
Bank of Stockton
California
$289K +$11.4K +80 +4%
JSW
567
Journey Strategic Wealth
New Jersey
$288K +$42K +295 +16%
UAG
568
United Advisor Group
Ohio
$277K -$8.83K -62 -3%
TAM
569
Trillium Asset Management
Massachusetts
$275K -$80.7K -567 -22%
PA
570
Probity Advisors
Texas
$274K +$31.9K +224 +12%
OAM
571
Ostrum Asset Management
France
$273K -$12.1K -85 -4%
VFA
572
Valeo Financial Advisors
Indiana
$272K -$12.1K -85 -4%
WLG
573
Williamson Legacy Group
Indiana
$269K -$11.4K -80 -4%
BP
574
Ballentine Partners
Massachusetts
$268K +$285K +2,004 New
NSEDCP
575
NJ State Employees Deferred Compensation Plan
New Jersey
$267K – – –
21 22
23
24 25