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Illumina
ILMN

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
651
Avantax Advisory Services
Texas
$260K +$277K +1,400 New
BP
652
Ballentine Partners
Massachusetts
$259K +$276K +1,397 New
TFS
653
Thoroughbred Financial Services
Tennessee
$258K -$118K -594 -30%
AF
654
Advisornet Financial
Minnesota
$258K -$8.51K -43 -3%
FSA
655
Fort Sheridan Advisors
Illinois
$257K +$274K +1,386 New
MCM
656
MAI Capital Management
Ohio
$255K +$23.5K +119 +9%
OAM
657
Occidental Asset Management
California
$253K – – –
IIM
658
Ironwood Investment Management
Massachusetts
$251K -$3.76K -19 -1%
EWM
659
Evercore Wealth Management
New York
$251K – – –
P
660
Pitcairn
Pennsylvania
$251K +$7.91K +40 +3%
KPWS
661
Kestra Private Wealth Services
Texas
$249K -$36.4K -184 -12%
TBA
662
Tower Bridge Advisors
Pennsylvania
$248K +$20.2K +102 +8%
LIM
663
Leavell Investment Management
Alabama
$248K -$40.8K -206 -13%
RWA
664
Ropes Wealth Advisors
Massachusetts
$247K +$6.13K +31 +2%
WFA
665
Wipfli Financial Advisors
Wisconsin
$247K +$264K +1,332 New
BFEC
666
Benjamin F. Edwards & Company
Missouri
$243K +$5.74K +29 +2%
WMA
667
Wealth Management Associates
New Jersey
$243K +$259K +1,309 New
CP
668
Castleview Partners
Texas
$240K -$3.95M -19,959 -94%
LC
669
Lindbrook Capital
California
$240K -$46.7K -236 -15%
MSFS
670
Main Street Financial Solutions
Pennsylvania
$239K -$7.12K -36 -3%
IAA
671
Independent Advisor Alliance
North Carolina
$238K +$254K +1,283 New
CG
672
Cutler Group
California
$235K +$251K +1,269 New
DWA
673
Douglass Winthrop Advisors
New York
$234K -$124K -629 -33%
OTPPB
674
Ontario Teachers' Pension Plan Board
Ontario, Canada
$234K +$249K +1,261 New
CWA
675
Clarity Wealth Advisors
California
$232K -$11.5K -58 -4%
25 26
27
28 29