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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
ED
551
Exane Derivatives
France
$135K +$18.5K +131 +18%
BAM
552
Belpointe Asset Management
Nevada
$132K +$120K +847 New
ADL
553
Asset Dedication LLC
California
$127K – – –
FC
554
Ferris Capital
Massachusetts
$124K -$7.63K -54 -6%
PGWM
555
Parisi Gray Wealth Management
New Jersey
$120K – – –
IFAM
556
Institutional & Family Asset Management
Colorado
$117K -$1.41K -10 -1%
SFSIG
557
San Francisco Sentry Investment Group
California
$116K +$40.7K +288 +64%
AW
558
Alpha Windward
Massachusetts
$111K -$9.74K -69 -9%
CAW
559
Cornerstone Advisors (Washington)
Washington
$108K +$2.54K +18 +3%
RCAG
560
Rehmann Capital Advisory Group
Michigan
$106K +$5.08K +36 +6%
CHP
561
Cable Hill Partners
Oregon
$104K -$18.8K -133 -16%
HFM
562
Harvest Fund Management
China
$104K +$93.8K +664 New
YWP
563
YorkBridge Wealth Partners
New York
$98K -$11.9K -84 -12%
FDCDDQ
564
Federation des caisses Desjardins du Quebec
Quebec, Canada
$96.8K -$127K -900 -59%
GLI
565
Guardian Life Insurance
New York
$96K -$85.9K -608 Closed
GRP
566
Global Retirement Partners
California
$90K +$3.25K +23 +4%
KA
567
Kaizen Advisory
Illinois
$89K – – –
FL
568
Fort LP
Maryland
$86K +$77.4K +548 New
S
569
SignatureFD
Georgia
$84K -$1.13K -8 -1%
BBHC
570
Brown Brothers Harriman & Co
New York
$83K +$12.8K +91 +21%
ST
571
Smithfield Trust
Pennsylvania
$82K -$51K -361 -41%
CBT
572
Capital Bank & Trust
California
$81K +$64.7K +458 +716%
GSC
573
G&S Capital
Colorado
$76K +$13.4K +95 +24%
TC
574
Truvestments Capital
Florida
$76K +$69.2K +490 New
MCM
575
Manchester Capital Management
Vermont
$75K – – –
21 22
23
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