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ORIX

IX

Market cap $41.5B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
101	UB 101 UMB Bank Kansas City, Missouri	$7K	-$13.7K	-900	-68%
102	PB 102 Pinnacle Bancorp Beatrice, Nebraska	$7K	-$3.34K	-220	-34%
103	SPIA 103 Steward Partners Investment Advisory New York	$5.96K	–	–	–
104	GRP 104 Global Retirement Partners San Rafael, California	$5.07K	-$380	-25	-7%
105	CCA 105 Column Capital Advisors Indianapolis, Indiana	$5.07K	–	–	–
106	FMP 106 Financial Management Professionals Austin, Texas	$4K	+$3.95K	+260	New
107	MCC 107 Money Concepts Capital Palm Beach Gardens, Florida	$3.54K	+$3.34K	+220	New
108	RWM 108 Raffa Wealth Management Washington, District of Columbia	$2.98K	–	–	–
109	BIA 109 Bell Investment Advisors Oakland, California	$2.74K	-$1.06K	-70	-29%
110	FHA 110 First Horizon Advisors Memphis, Tennessee	$2.66K	–	–	–
111	CFD 111 Creative Financial Designs Kokomo, Indiana	$2.17K	–	–	–
112	ADL 112 Asset Dedication LLC San Francisco, California	$2K	–	–	–
113	BC 113 Bartlett & Co Cincinnati, Ohio	$2K	–	–	–
114	BFEC 114 Benjamin F. Edwards & Company St. Louis, Missouri	$2K	+$1.59K	+105	New
115	BCWM 115 Bartlett & Co Wealth Management Cincinnati, Ohio	$1.85K	–	–	–
116	ASN 116 Advisory Services Network Atlanta, Georgia	$1.85K	+$1.75K	+115	New
117	BAM 117 Belpointe Asset Management Reno, Nevada	$1.77K	+$1.67K	+110	New
118	BWM 118 Baystate Wealth Management Boston, Massachusetts	$1K	–	–	–
119	CS 119 Comerica Securities Detroit, Michigan	$966	+$912	+60	New
120	AA 120 Addison Advisors Middlebury, Vermont	$886	–	–	–
121	HI 121 Harbour Investments Madison, Wisconsin	$886	–	–	–
122	TPCW 122 TD Private Client Wealth New York	$886	–	–	–
123	M 123 MOTCO San Antonio, Texas	$805	–	–	–
124	IFAM 124 Institutional & Family Asset Management Fort Collins, Colorado	$601	–	–	–
125	FFA 125 Farther Finance Advisors San Francisco, California	$322	+$304	+20	New

ORIX IX Market cap $41.5B

ORIX

IX

Market cap $41.5B