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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
SBFM
701
S-Bank Fund Management
Finland
$447K -$63.7K -279 -11%
CA
702
Claro Advisors
Massachusetts
$446K +$187K +819 +55%
FBT
703
First Bank & Trust
South Dakota
$446K -$358K -1,568 -41%
BAM
704
Byrne Asset Management
New Jersey
$446K +$173K +756 +49%
HIIFS
705
Harel Insurance Investments & Financial Services
Israel
$443K +$397K +1,740 +319%
ERSOT
706
Employees Retirement System of Texas
Texas
$439K – – –
DWT
707
Dorsey & Whitney Trust
South Dakota
$438K -$205K -898 -28%
IFG
708
Independent Financial Group
California
$431K -$189K -829 -27%
SFS
709
Sowell Financial Services
Arkansas
$428K -$310K -1,357 -38%
PCS
710
Personal CFO Solutions
New Jersey
$428K +$274K +1,198 +119%
II
711
Ibex Investors
Colorado
$428K +$502K +2,200 New
HSA
712
HBK Sorce Advisory
Pennsylvania
$427K -$173K -758 -30%
WS
713
Wedbush Securities
California
$426K +$91.1K +399 +22%
PL
714
Perpetual Ltd
Australia
$425K +$35.6K +156 +8%
PWM
715
Perigon Wealth Management
California
$424K -$40.4K -177 -8%
MYAM
716
Meiji Yasuda Asset Management
Japan
$423K -$29K -127 -6%
GWM
717
Geneos Wealth Management
Colorado
$421K -$22.4K -98 -4%
BFM
718
Boothbay Fund Management
New York
$419K -$3.22M -14,113 -87%
IIM
719
InTrack Investment Management
Vermont
$416K – – –
SOW
720
State of Wyoming
Wyoming
$412K +$304K +1,331 +168%
MWM
721
Meritas Wealth Management
California
$411K – – –
IWM
722
IHT Wealth Management
Illinois
$410K -$81.3K -356 -14%
HHRDM
723
H&H Retirement Design & Management
Nevada
$406K +$13.9K +61 +4%
CF
724
Centaurus Financial
California
$405K -$312K -1,364 -40%
MW
725
Maia Wealth
Colorado
$401K -$209K -916 -31%
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29
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