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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
MPPW
601
Mitchell & Pahl Private Wealth
Oklahoma
$899K -$6.06K -21 -0.6%
GDP
602
Great Diamond Partners
Maine
$889K -$37.8K -131 -4%
MSR
603
Main Street Research
Connecticut
$883K -$17.9K -62 -2%
JWCA
604
J.W. Coons Advisors
Ohio
$878K +$15.9K +55 +2%
PAS
605
Park Avenue Securities
New York
$876K -$163K -565 -15%
HA
606
Harfst & Associates
Wyoming
$875K +$397K +1,378 +77%
IP
607
Intellectus Partners
California
$872K -$222K -770 -20%
MWM
608
Minot Wealth Management
Massachusetts
$863K -$9.52K -33 -1%
IWC
609
Integrated Wealth Concepts
Massachusetts
$859K -$47.3K -164 -5%
LCM
610
Logan Capital Management
Pennsylvania
$854K +$2.88K +10 +0.3%
FLII
611
First Long Island Investors
New York
$838K – – –
LWAM
612
Legacy Wealth Asset Management
Minnesota
$837K +$13.8K +48 +2%
HHAA
613
Henry H. Armstrong Associates
Pennsylvania
$836K +$211K +730 +32%
CI
614
Conning Inc
Connecticut
$835K -$81.9K -284 -9%
PGFC
615
Peapack-Gladstone Financial Corp
New Jersey
$833K +$268K +928 +45%
CDH
616
Charles D. Hyman
$810K – – –
PP
617
Patron Partners
Texas
$809K +$26.5K +92 +3%
B
618
Barings
North Carolina
$804K -$12.1K -42 -1%
PFWA
619
Paces Ferry Wealth Advisors
Georgia
$791K -$5.19K -18 -0.6%
BAS
620
Brown Advisory Securities
Maryland
$791K +$16.1K +56 +2%
ASN
621
Advisory Services Network
Georgia
$791K +$45.9K +159 +6%
TCWM
622
Total Clarity Wealth Management
Illinois
$788K +$14.4K +50 +2%
SCP
623
Shorepoint Capital Partners
Massachusetts
$787K +$21.3K +74 +3%
VCA
624
Verdence Capital Advisors
Maryland
$770K -$80.7K -280 -9%
SAM
625
Silvercrest Asset Management
New York
$769K +$5.77K +20 +0.7%
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