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ORIX

IX

Market cap $41.5B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
176	WANY 176 Wealthspire Advisors (New York) New York	$5.62K	+$5.33K	+215	New
177	RFP 177 Root Financial Partners Encinitas, California	$4.94K	+$4.69K	+189	New
178	RWM 178 Raffa Wealth Management Washington, District of Columbia	$4.83K	–	–	–
179	ASN 179 Advisory Services Network Atlanta, Georgia	$4.7K	+$4.46K	+180	New
180	PB 180 Pinnacle Bancorp Beatrice, Nebraska	$4.57K	–	–	–
181	CFO 181 CVA Family Office Denver, Colorado	$4.39K	–	–	–
182	ZBNA 182 Zions Bancorporation, National Association Salt Lake City, Utah	$4.18K	-$372	-15	-9%
183	BIA 183 Bell Investment Advisors Oakland, California	$3.66K	–	–	–
184	HI 184 Harbour Investments Madison, Wisconsin	$3.66K	+$2.23K	+90	+180%
185	CFD 185 Creative Financial Designs Kokomo, Indiana	$3.53K	–	–	–
186	BWL 186 Bogart Wealth LLC Mclean, Virginia	$3.13K	–	–	–
187	BCWM 187 Bartlett & Co Wealth Management Cincinnati, Ohio	$3K	–	–	–
188	PWA 188 Principia Wealth Advisory Dallas, Texas	$2.95K	+$1.94K	+78	+223%
189	TPCW 189 TD Private Client Wealth New York	$2.74K	–	–	–
190	TIM 190 Tortoise Investment Management White Plains, New York	$2.65K	–	–	–
191	BLC 191 Brown, Lisle/Cummings Providence, Rhode Island	$2.11K	–	–	–
192	BHWM 192 Beaird Harris Wealth Management Dallas, Texas	$2.05K	+$347	+14	+22%
193	NS 193 NBC Securities Birmingham, Alabama	$1.99K	–	–	–
194	TFA 194 Transamerica Financial Advisors St. Petersburg, Florida	$1.91K	+$1.64K	+66	New
195	MCM 195 Manchester Capital Management Manchester, Vermont	$1.83K	–	–	–
196	GWM 196 Geneos Wealth Management Englewood, Colorado	$1.83K	-$49.3K	-1,986	-97%
197	RWS 197 Retirement Wealth Solutions Marshfield, Wisconsin	$1.49K	+$1.41K	+57	New
198	MA 198 Montag & Associates Atlanta, Georgia	$1.12K	+$1.07K	+43	New
199	FCAS 199 First Command Advisory Services Fort Worth, Texas	$1.04K	–	–	–
200	PWAM 200 Private Wealth Asset Management Cedar Rapids, Iowa	$1.04K	–	–	–

ORIX IX Market cap $41.5B

ORIX

IX

Market cap $41.5B