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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
676
Consolidated Planning Corp
Georgia
$252K +$207K +1,055 New
FWCM
677
Ferguson Wellman Capital Management
Oregon
$251K +$206K +1,048 New
ACI
678
Alpha Cubed Investments
California
$249K +$204K +1,039 New
JIC
679
Johnson Investment Counsel
Ohio
$248K -$98.3K -500 -33%
WAS
680
Wealth Advisory Solutions
Indiana
$248K +$204K +1,038 New
HW
681
Hancock Whitney
Mississippi
$247K +$203K +1,034 New
CF
682
Copperwynd Financial
Arizona
$246K +$202K +1,027 New
PVWM
683
Point View Wealth Management
New Jersey
$246K +$202K +1,027 New
PSUF
684
People's United Financial
Connecticut
$245K +$201K +1,024 New
SC
685
Savant Capital
Illinois
$245K +$201K +1,024 New
UR
686
USCA RIA
Texas
$242K +$199K +1,013 New
SSWM
687
Smith Salley Wealth Management
North Carolina
$241K -$210K -1,066 -51%
FCI
688
Financial Counselors Inc
Kansas
$240K -$143K -730 -42%
MPI
689
Mairs & Power Inc
Minnesota
$239K +$196K +998 New
HCM
690
Harvey Capital Management
Florida
$239K +$197K +1,000 New
PFA
691
Professional Financial Advisors
Nebraska
$239K +$197K +1,000 New
IAN
692
Integrated Advisors Network
Texas
$238K +$195K +994 New
PF
693
Phoenix Financial
Israel
$236K +$211K +1,071 New
CIAS
694
Capital Investment Advisory Services
North Carolina
$233K +$191K +973 New
FC
695
Ferris Capital
Massachusetts
$233K +$192K +975 New
LSAG
696
Lake Street Advisors Group
New Hampshire
$230K +$189K +962 New
LWCFA
697
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$228K – – –
JIC
698
Joel Isaacson & Co
New York
$228K +$188K +954 New
MMPW
699
Mitchell McLeod Pugh & Williams
Alabama
$228K +$188K +955 New
SEC
700
Seven Eight Capital
New York
$226K -$2.1M -10,700 -92%
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