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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
HHAA
551
Henry H. Armstrong Associates
Pennsylvania
$1.01M -$102K -485 -9%
SS
552
Simplicity Solutions
Minnesota
$1M -$73.5K -350 -7%
FTDI
553
First Trust Direct Indexing
Massachusetts
$997K +$66.2K +315 +7%
UCFA
554
United Capital Financial Advisors
Texas
$995K -$570K -2,715 -36%
LAM
555
Lifestyle Asset Management
Texas
$989K +$1M +4,780 New
GAA
556
Green Alpha Advisors
Colorado
$986K -$35.9K -171 -3%
OAM
557
Ostrum Asset Management
France
$979K +$164K +781 +20%
DCM
558
Decatur Capital Management
Georgia
$973K – – –
RMAM
559
Raab & Moskowitz Asset Management
New Jersey
$965K – – –
WIM
560
WealthPlan Investment Management
Nebraska
$953K +$507K +2,415 +110%
MSFS
561
Main Street Financial Solutions
Pennsylvania
$950K +$646K +3,073 +202%
NCM
562
Narwhal Capital Management
Georgia
$945K -$667K -3,174 -41%
HF
563
HRT Financial
New York
$920K -$265K -1,262 -22%
IAA
564
Independent Advisor Alliance
North Carolina
$907K +$19.3K +92 +2%
OTL
565
Oak Thistle LLC
New York
$906K +$296K +1,408 +47%
RC
566
Roundview Capital
New Jersey
$893K +$420 +2 +0%
AG
567
AIA Group
Hong Kong
$888K +$902K +4,294 New
AGWCA
568
Annis Gardner Whiting Capital Advisors
Florida
$884K +$898K +4,274 New
ATC
569
Argent Trust Co
Tennessee
$883K +$21K +100 +2%
PGFC
570
Peapack-Gladstone Financial Corp
New Jersey
$875K -$218K -1,038 -20%
ILI
571
Invesco LLC (Illinois)
Illinois
$871K -$43.1K -205 -5%
DFCM
572
Dark Forest Capital Management
Puerto Rico
$864K -$527K -2,510 -38%
NS
573
NBC Securities
Alabama
$864K +$878K +4,178 New
TSWM
574
Triangle Securities Wealth Management
North Carolina
$859K +$21.6K +103 +3%
BMCM
575
Bryn Mawr Capital Management
Pennsylvania
$858K -$19.1K -91 -2%
21 22
23
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