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ORIX

IX

Market cap $41.5B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
151	WA 151 Whipplewood Advisors Littleton, Colorado	$7.31K	-$12.6K	-600	-96%
152	NA 152 NewEdge Advisors New Orleans, Louisiana	$6.68K	–	–	–
153	PWA 153 Physician Wealth Advisors Midvale, Utah	$6.06K	–	–	–
154	GKIM 154 GW&K Investment Management Boston, Massachusetts	$6K	–	–	–
155	AA 155 Addison Advisors Middlebury, Vermont	$5.54K	–	–	–
156	MG 156 Mather Group Chicago, Illinois	$5.43K	-$105	-5	-2%
157	PFBT 157 Parkside Financial Bank & Trust Saint Louis, Missouri	$5.12K	+$5.14K	+245	New
158	CFD 158 Creative Financial Designs Kokomo, Indiana	$4.39K	+$1.57K	+75	+56%
159	HFS 159 Hantz Financial Services Southfield, Michigan	$4K	+$4.32K	+206	New
160	BIA 160 Bell Investment Advisors Oakland, California	$3.95K	+$1.03K	+49	+35%
161	RWM 161 Raffa Wealth Management Washington, District of Columbia	$3.87K	–	–	–
162	PB 162 Pinnacle Bancorp Beatrice, Nebraska	$3.66K	+$3.67K	+175	New
163	ZBNA 163 Zions Bancorporation, National Association Salt Lake City, Utah	$3.66K	+$3.67K	+175	New
164	CFO 164 CVA Family Office Denver, Colorado	$3.55K	–	–	–
165	AF 165 Atala Financial Calabasas, California	$3.24K	–	–	–
166	AAP 166 Arax Advisory Partners Denver, Colorado	$3.03K	+$3.04K	+145	New
167	PTC 167 Private Trust Company Cleveland, Ohio	$2.72K	+$2.73K	+130	New
168	BCWM 168 Bartlett & Co Wealth Management Cincinnati, Ohio	$2.4K	–	–	–
169	BI 169 Binnacle Investments Urbandale, Iowa	$2.09K	+$2.1K	+100	New
170	TIM 170 Tortoise Investment Management White Plains, New York	$2.09K	+$2.1K	+100	New
171	CA 171 Continuum Advisory Eagle, Idaho	$1.78K	-$2.1K	-100	-54%
172	BLC 172 Brown, Lisle/Cummings Providence, Rhode Island	$1.67K	+$1.68K	+80	New
173	MCM 173 MAI Capital Management Independence, Ohio	$1.36K	-$1.36K	-65	-50%
174	BHWM 174 Beaird Harris Wealth Management Dallas, Texas	$1.36K	–	–	–
175	BWL 175 Bogart Wealth LLC Mclean, Virginia	$1.25K	+$1.26K	+60	New

ORIX IX Market cap $41.5B

ORIX

IX

Market cap $41.5B