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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
676
Smith Salley Wealth Management
North Carolina
$746K -$193K -761 -21%
SC
677
Savant Capital
Illinois
$744K -$46.1K -182 -6%
JWCA
678
J.W. Coons Advisors
Ohio
$738K +$30.4K +120 +4%
CDH
679
Charles D. Hyman
$735K – – –
AP
680
Americana Partners
Texas
$728K +$51.4K +203 +8%
EWM
681
EPG Wealth Management
Georgia
$726K +$7.84K +31 +1%
CF
682
Copperwynd Financial
Arizona
$722K +$62.8K +248 +10%
STA
683
Summit Trail Advisors
New York
$719K +$171K +675 +32%
GWM
684
Geneos Wealth Management
Colorado
$718K +$74.1K +293 +12%
S
685
SignatureFD
Georgia
$716K +$70.6K +279 +11%
OIA
686
OneDigital Investment Advisors
Kansas
$713K -$209K -827 -23%
TCOO
687
Trust Company of Oklahoma
Oklahoma
$713K -$5.82K -23 -0.8%
FPCG
688
Fort Pitt Capital Group
Pennsylvania
$712K +$134K +531 +24%
HSA
689
HBK Sorce Advisory
Pennsylvania
$712K -$2.78K -11 -0.4%
AI
690
Atom Investors
Texas
$711K -$1.9M -7,516 -73%
CPBTD
691
Central Pacific Bank - Trust Division
Hawaii
$710K +$692K +2,736 New
MSR
692
Main Street Research
Connecticut
$704K -$14.7K -58 -2%
PSP
693
Principal Street Partners
Tennessee
$703K +$10.4K +41 +2%
EA
694
Everpar Advisors
Oklahoma
$700K -$348K -1,376 -34%
BFS
695
Bradley Foster & Sargent
Connecticut
$696K +$16.7K +66 +3%
NL
696
Navalign LLC
California
$693K +$26.1K +103 +4%
TSS
697
Two Sigma Securities
New York
$682K +$663K +2,619 New
JCM
698
Jacobi Capital Management
Pennsylvania
$679K +$7.34K +29 +1%
HT
699
Headlands Technologies
Illinois
$679K +$659K +2,606 New
TCPW
700
Twin City Private Wealth
North Carolina
$672K +$653K +2,580 New
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