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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
501
Brown Brothers Harriman & Co
New York
$50K – – –
FHA
502
First Horizon Advisors
Tennessee
$48K – – –
WA
503
WealthTrust-Arizona
Arizona
$44K – – –
MCIA
504
Mountain Capital Investment Advisors
Colorado
$42K – – –
MUS
505
Mitsubishi UFJ Securities
Japan
$39K – – –
BWM
506
Baystate Wealth Management
Massachusetts
$39K +$4.41K +40 +12%
IP
507
Isthmus Partners
Wisconsin
$38K – – –
RFA
508
Reilly Financial Advisors
California
$37K – – –
NIT
509
NumerixS Investment Technologies
British Columbia, Canada
$34K -$2.34M -21,207 -99%
PWM
510
Perigon Wealth Management
California
$34K -$6.18K -56 -16%
BFEC
511
Benjamin F. Edwards & Company
Missouri
$34K – – –
GAM
512
Gemmer Asset Management
California
$33K – – –
SFSIG
513
San Francisco Sentry Investment Group
California
$32K – – –
IIC
514
Integrated Investment Consultants
Michigan
$30K -$8.61K -78 -23%
TFA
515
Transamerica Financial Advisors
Florida
$30K +$29.1K +264 New
SPIA
516
Steward Partners Investment Advisory
New York
$29K +$552 +5 +2%
PFBT
517
Parkside Financial Bank & Trust
Missouri
$28K -$5.08K -46 -16%
TWA
518
TCI Wealth Advisors
Arizona
$28K +$1.32K +12 +5%
PCP
519
Proficio Capital Partners
Massachusetts
$25K – – –
TFO
520
Tarbox Family Office
California
$24K +$993 +9 +4%
TDC
521
Thompson Davis & Co
Virginia
$21K – – –
CFA
522
Carroll Financial Associates
North Carolina
$20K – – –
OFW
523
Omnia Family Wealth
Florida
$20K – – –
SIAS
524
Shine Investment Advisory Services
Colorado
$20K – – –
VFA
525
Valeo Financial Advisors
Indiana
$19K +$18.9K +171 New
19 20
21
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