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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
626
Landscape Capital Management
New Jersey
$808K +$440K +1,508 +111%
CFSG
627
Community Financial Services Group
Vermont
$801K +$7.29K +25 +0.9%
MPPW
628
Mitchell & Pahl Private Wealth
Oklahoma
$795K -$113K -389 -12%
PSP
629
Principal Street Partners
Tennessee
$794K -$121K -414 -13%
PA
630
Parallel Advisors
California
$792K -$28.6K -98 -3%
PP
631
Patron Partners
Texas
$790K -$1.17K -4 -0.1%
ASN
632
Advisory Services Network
Georgia
$786K -$49.6K -170 -6%
DL
633
DOHJ LLC
Washington
$783K -$256K -878 -24%
IWM
634
IHT Wealth Management
Illinois
$761K +$247K +848 +46%
CGL
635
Clarius Group LLC
Washington
$754K +$19.2K +66 +3%
RHBC
636
R.H. Bluestein & Co
Michigan
$754K +$379K +1,300 +94%
BWM
637
Biltmore Wealth Management
Arizona
$748K -$115K -395 -13%
CG
638
Caprock Group
Idaho
$746K -$5.54K -19 -0.7%
PFWA
639
Paces Ferry Wealth Advisors
Georgia
$745K -$38.2K -131 -5%
WI
640
Wahed Invest
New York
$741K +$768K +2,636 New
HIIFS
641
Harel Insurance Investments & Financial Services
Israel
$738K -$117K -402 -13%
SAM
642
Silvercrest Asset Management
New York
$738K +$49.6K +170 +7%
LOAMS
643
Lombard Odier Asset Management (Switzerland)
Switzerland
$735K +$762K +2,613 New
PAM
644
Panagora Asset Management
Massachusetts
$733K -$1.23M -4,231 -62%
JIC
645
Joel Isaacson & Co
New York
$732K – – –
CCM
646
Coldstream Capital Management
Washington
$731K +$485K +1,664 +178%
MC
647
Merlin Capital
Rhode Island
$731K +$758K +2,600 New
FBA
648
Front Barnett Associates
Illinois
$720K – – –
AWM
649
Apollon Wealth Management
South Carolina
$712K +$63K +216 +9%
TA
650
Tectonic Advisors
Texas
$706K – – –
24 25
26
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