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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
551
Maia Wealth
Colorado
$1.08M +$961K +4,277 New
HWM
552
HB Wealth Management
Georgia
$1.08M +$79.5K +354 +9%
EFM
553
E Fund Management
China
$1.07M +$170K +758 +21%
PWG
554
Portside Wealth Group
Utah
$1.07M -$3.65M -16,246 -79%
BFIM
555
Beese Fulmer Investment Management
Ohio
$1.06M -$509K -2,267 -35%
AT
556
Arden Trust
Delaware
$1.05M -$14.4K -64 -1%
CNBT
557
Canandaigua National Bank & Trust
New York
$1.05M -$958K -4,265 -50%
CCM
558
Coldstream Capital Management
Washington
$1.05M -$19.1K -85 -2%
BRWA
559
B. Riley Wealth Advisors
Florida
$1.04M -$580K -2,583 -38%
AWS
560
Atria Wealth Solutions
New York
$1.04M -$300K -1,337 -24%
IFG
561
Independent Financial Group
California
$1.03M +$591K +2,631 +171%
IAA
562
Independent Advisor Alliance
North Carolina
$1.03M -$47.2K -210 -5%
HAG
563
HF Advisory Group
Maryland
$1.03M +$446K +1,984 +91%
BAM
564
Berkshire Asset Management
Pennsylvania
$1.02M -$30.6K -136 -3%
AAS
565
Avantax Advisory Services
Texas
$1.02M +$610K +2,715 +192%
ITFISA
566
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.01M -$4.72K -21 -0.5%
WW
567
Waterfront Wealth
Kansas
$1.01M +$18K +80 +2%
AWP
568
Accretive Wealth Partners
New Jersey
$999K +$3.15K +14 +0.3%
STA
569
Summit Trail Advisors
New York
$997K +$285K +1,269 +46%
BTWM
570
Baker Tilly Wealth Management
Wisconsin
$996K -$1.85M -8,256 -67%
SACTSONJ
571
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$990K – – –
AAP
572
Ardsley Advisory Partners
Connecticut
$990K +$899K +4,000 New
PP
573
Patron Partners
Texas
$988K +$17.1K +76 +2%
SSWM
574
Smith Salley Wealth Management
North Carolina
$971K +$238K +1,059 +37%
GAA
575
Green Alpha Advisors
Colorado
$966K -$81.5K -363 -9%
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