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ORIX
IX

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
226
NewEdge Advisors
Louisiana
$9.6K – – –
WA
227
Whipplewood Advisors
Colorado
$9.6K +$10.2K +320 New
GKIM
228
GW&K Investment Management
Massachusetts
$9K +$1.11K +35 +13%
RFP
229
Root Financial Partners
California
$9K -$1.33K -42 -12%
PWA
230
Physician Wealth Advisors
Utah
$8.7K – – –
SWM
231
SHP Wealth Management
Massachusetts
$8.36K – – –
BBHC
232
Brown Brothers Harriman & Co
New York
$7.35K – – –
PFBT
233
Parkside Financial Bank & Trust
Missouri
$7.35K – – –
CFM
234
Cornerstone Financial Management
Massachusetts
$7.11K – – –
BLC
235
Brown, Lisle/Cummings
Rhode Island
$6.47K +$4.28K +135 +167%
SEP
236
Signature Equity Partners
Ohio
$6.15K +$1.4K +44 +27%
DWM
237
Dogwood Wealth Management
Kansas
$6.15K +$6.51K +205 New
MNA
238
Manning & Napier Advisors
New York
$5.8K +$1.27K +40 +25%
RWM
239
Raffa Wealth Management
District of Columbia
$5.55K – – –
PB
240
Pinnacle Bancorp
Nebraska
$5.25K – – –
CFO
241
CVA Family Office
Colorado
$5.04K – – –
ZBNA
242
Zions Bancorporation, National Association
Utah
$4.8K – – –
ACA
243
American Capital Advisory
Idaho
$4.35K +$3.97K +125 +625%
PWA
244
Principia Wealth Advisory
Texas
$4.2K +$1.08K +34 +32%
CFD
245
Creative Financial Designs
Indiana
$4.05K – – –
RWM
246
RMG Wealth Management
Wisconsin
$3.78K +$3.27K +103 New
BCWM
247
Bartlett & Co Wealth Management
Ohio
$3.78K – – –
NSIM
248
North Star Investment Management
Illinois
$3.75K – – –
HWP
249
Highline Wealth Partners
California
$3.48K – – –
JFA
250
JNBA Financial Advisors
Minnesota
$3.27K – – –
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