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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
FUBT
701
First United Bank & Trust
Maryland
$522K +$84.5K +290 +19%
BAM
702
Belpointe Asset Management
Nevada
$520K +$106K +363 +24%
IA
703
IFG Advisory
Georgia
$519K – – –
LAS
704
LWM Advisory Services
Florida
$515K +$534K +1,831 New
KMWM
705
Keudell/Morrison Wealth Management
Oregon
$510K -$41.1K -141 -7%
AFM
706
Abbot Financial Management
Massachusetts
$509K +$128K +440 +32%
PAMP
707
Polar Asset Management Partners
Ontario, Canada
$508K +$296K +1,014 +128%
VFM
708
Vivid Financial Management
California
$505K +$135K +463 +35%
RA
709
RFG Advisory
Alabama
$504K +$10.8K +37 +2%
AFG
710
Albion Financial Group
Utah
$504K +$520K +1,785 +29,750%
GC
711
Gilbert & Cook
Iowa
$499K -$375K -1,285 -42%
EGM
712
Engineers Gate Manager
New York
$497K -$2.61M -8,966 -84%
ACP
713
Ashfield Capital Partners
California
$496K – – –
FL
714
Fort LP
Maryland
$486K -$545K -1,869 -52%
SA
715
Sicart Associates
New York
$479K – – –
DWT
716
Dorsey & Whitney Trust
South Dakota
$478K -$7.29K -25 -1%
KCM
717
Kanawha Capital Management
Virginia
$478K -$1.46K -5 -0.3%
WA
718
Wambolt & Associates
Colorado
$477K +$272K +932 +122%
CS
719
Comerica Securities
Michigan
$476K +$90.4K +310 +22%
SFG
720
Synergy Financial Group
California
$473K +$490K +1,682 New
MW
721
Marcum Wealth
Ohio
$472K -$1.46K -5 -0.3%
USCWA
722
U.S. Capital Wealth Advisors
Texas
$469K +$29.1K +100 +6%
VAM
723
Vienna Asset Management
California
$467K +$484K +1,662 New
B
724
Bailard
California
$464K -$208K -715 -30%
MWM
725
Modera Wealth Management
New Jersey
$464K +$481K +1,649 New
27 28
29
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