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ORIX
IX

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
201
CVA Family Office
Colorado
$4.91K – – –
SEP
202
Signature Equity Partners
Ohio
$4.7K +$4.26K +161 New
MNA
203
Manning & Napier Advisors
New York
$4.68K +$4.21K +159 New
ZBNA
204
Zions Bancorporation, National Association
Utah
$4.67K – – –
HI
205
Harbour Investments
Wisconsin
$4.09K – – –
CFD
206
Creative Financial Designs
Indiana
$3.94K – – –
NSIM
207
North Star Investment Management
Illinois
$3.65K +$3.31K +125 New
HWP
208
Highline Wealth Partners
California
$3.39K +$3.07K +116 New
BCWM
209
Bartlett & Co Wealth Management
Ohio
$3.36K – – –
JFA
210
JNBA Financial Advisors
Minnesota
$3.19K +$2.89K +109 New
PWA
211
Principia Wealth Advisory
Texas
$3.1K -$185 -7 -6%
CI
212
CX Institutional
Indiana
$3K +$1.19K +45 +90%
IAS
213
IMA Advisory Services
Colorado
$2.72K +$2.46K +93 New
TPCW
214
TD Private Client Wealth
New York
$2.54K -$477 -18 -17%
BLC
215
Brown, Lisle/Cummings
Rhode Island
$2.36K – – –
BHWM
216
Beaird Harris Wealth Management
Texas
$2.29K – – –
NS
217
NBC Securities
Alabama
$2.22K – – –
TFA
218
Transamerica Financial Advisors
Florida
$2.19K +$238 +9 +14%
GWM
219
Geneos Wealth Management
Colorado
$2.04K – – –
IBOK
220
Independence Bank of Kentucky
Kentucky
$2.04K +$1.85K +70 New
NRG
221
Nemes Rush Group
Michigan
$1.96K +$1.77K +67 New
SIC
222
SJS Investment Consulting
Ohio
$1.23K +$1.11K +42 New
EP
223
Essential Partners
California
$1.23K +$53 +2 +5%
FCAS
224
First Command Advisory Services
Texas
$1.17K – – –
GSWM
225
Golden State Wealth Management
California
$1.02K – – –
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