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Rollins
ROL

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
401
Patten Group
Tennessee
$333K +$1.99K +49 +0.6%
MHIC
402
Marble Harbor Investment Counsel
Massachusetts
$328K – – –
OFG
403
Oxford Financial Group
Indiana
$326K +$309K +7,612 New
WPC
404
Wedmont Private Capital
Pennsylvania
$317K +$14.8K +364 +5%
NMIMC
405
Northwestern Mutual Investment Management Company
Wisconsin
$313K +$1.22K +30 +0.4%
YMRC
406
Yorktown Management & Research Company
Virginia
$313K – – –
ALAM
407
Asahi Life Asset Management
Japan
$313K +$297K +7,300 New
BP
408
Ballentine Partners
Massachusetts
$312K +$19.2K +473 +7%
V
409
Veritable
Delaware
$309K -$20.4K -502 -6%
I
410
InceptionR
California
$309K +$293K +7,216 New
BAM
411
Belpointe Asset Management
Nevada
$309K +$9.02K +222 +3%
FCA
412
Fortis Capital Advisors
Kansas
$309K +$148K +3,642 +102%
RAG
413
RIA Advisory Group
Iowa
$308K -$24K -590 -8%
VWM
414
Venturi Wealth Management
Texas
$305K +$1.87K +46 +0.7%
BCV
415
Banque Cantonale Vaudoise
Switzerland
$298K – – –
AAS
416
Avantax Advisory Services
Texas
$295K -$40.5K -997 -13%
CAL
417
Capital Advisors Ltd
Ohio
$292K +$12.6K +311 +5%
EF
418
Empirical Finance
Pennsylvania
$292K +$34.3K +843 +14%
SS
419
Simplicity Solutions
Minnesota
$287K +$4.55K +112 +2%
BFG
420
Bleakley Financial Group
New Jersey
$287K +$7.89K +194 +3%
SW
421
SkyOak Wealth
Michigan
$285K -$18.1K -446 -6%
FL
422
Fort LP
Maryland
$280K -$44.9K -1,105 -14%
IIC
423
Integrated Investment Consultants
Michigan
$273K -$2.56K -63 -1%
CT
424
Chicago Trust
Illinois
$270K – – –
EWA
425
EverSource Wealth Advisors
Alabama
$268K +$30.6K +753 +14%
15 16
17
18 19