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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAW
601
Cornerstone Advisors (Washington)
Washington
$128K +$17K +114 +16%
FANJ
602
Financial Architects (New Jersey)
New Jersey
$126K +$120K +800 +8,889%
FC
603
Ferris Capital
Massachusetts
$124K – – –
AW
604
Alpha Windward
Massachusetts
$123K – – –
OFW
605
Omnia Family Wealth
Florida
$121K +$89.7K +600 +339%
PGWM
606
Parisi Gray Wealth Management
New Jersey
$117K – – –
IFAM
607
Institutional & Family Asset Management
Colorado
$115K – – –
AC
608
Avestar Capital
New York
$114K -$16.6K -111 -12%
ADL
609
Asset Dedication LLC
California
$114K – – –
SFSIG
610
San Francisco Sentry Investment Group
California
$111K -$149 -1 -0.1%
NFG
611
Next Financial Group
Texas
$111K +$102K +681 +1,946%
NFH
612
NEXT Financial Holdings
Texas
$111K +$107K +716 New
MCM
613
Manchester Capital Management
Vermont
$103K +$27.2K +182 +38%
RCAG
614
Rehmann Capital Advisory Group
Michigan
$102K -$5.83K -39 -6%
GLI
615
Guardian Life Insurance
New York
$98K +$2.24K +15 +2%
FDCDDQ
616
Federation des caisses Desjardins du Quebec
Quebec, Canada
$96.6K -$747 -5 -0.8%
YWP
617
YorkBridge Wealth Partners
New York
$96K -$1.2K -8 -1%
RWA
618
Ropes Wealth Advisors
Massachusetts
$83K +$79.4K +531 New
BBHC
619
Brown Brothers Harriman & Co
New York
$82K -$12.3K -82 -13%
ST
620
Smithfield Trust
Pennsylvania
$82K – – –
RA
621
Rational Advisors
New York
$81K +$77.4K +518 +10,360%
SQA
622
Simon Quick Advisors
New Jersey
$77K +$1.94K +13 +3%
GSC
623
G&S Capital
Colorado
$76K -$9.42K -63 -11%
VCM
624
Versant Capital Management
Arizona
$73K +$67.3K +450 +2,368%
LFA
625
Legacy Financial Advisors
Kentucky
$72K +$897 +6 +1%
23 24
25
26 27