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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
576
Berkshire Asset Management
Pennsylvania
$1.09M -$128K -594 -12%
CCM
577
Coldstream Capital Management
Washington
$1.08M +$365K +1,690 +61%
MFG
578
Mainsail Financial Group
Washington
$1.08M +$140K +650 +17%
AT
579
Arden Trust
Delaware
$1.08M -$128K -595 -12%
GRP
580
Global Retirement Partners
California
$1.07M +$82.5K +382 +9%
CT
581
Columbia Trust
Oregon
$1.06M +$109K +503 +13%
RC
582
Roundview Capital
New Jersey
$1.05M -$1.08K -5 -0.1%
TSWM
583
Triangle Securities Wealth Management
North Carolina
$1.05M +$31.7K +147 +4%
ACS
584
Archford Capital Strategies
Illinois
$1.05M +$247K +1,144 +36%
IAA
585
Independent Advisor Alliance
North Carolina
$1.05M -$19.4K -90 -2%
GAA
586
Green Alpha Advisors
Colorado
$1.04M -$103K -475 -10%
AWM
587
Avitas Wealth Management
California
$1.03M +$15.8K +73 +2%
BFEC
588
Benjamin F. Edwards & Company
Missouri
$1.02M +$233K +1,079 +35%
ILI
589
Invesco LLC (Illinois)
Illinois
$1.01M -$16.8K -78 -2%
WAG
590
Wallace Advisory Group
California
$1M -$59.2K -274 -5%
ITFISA
591
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1M – – –
AWP
592
Accretive Wealth Partners
New Jersey
$990K +$3.24K +15 +0.4%
CA
593
Clearstead Advisors
Ohio
$990K +$35.4K +164 +4%
EA
594
Everpar Advisors
Oklahoma
$990K +$878K +4,065 New
B
595
Birchbrook
Maine
$985K +$874K +4,047 New
BC
596
BIT Capital
Germany
$984K +$873K +4,042 New
OWMIAS
597
One Wealth Management Investment & Advisory Services
Florida
$981K +$870K +4,030 New
PGFC
598
Peapack-Gladstone Financial Corp
New Jersey
$978K -$45.3K -210 -5%
CCG
599
Ceeto Capital Group
Florida
$974K +$216K +1,000 +33%
SACTSONJ
600
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$974K – – –
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