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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
SCF
701
Sante Capital Fund
Texas
$434K +$467K +2,027 New
CCM
702
Coldstream Capital Management
Washington
$433K -$133K -579 -22%
CI
703
Conning Inc
Connecticut
$433K -$32.2K -140 -6%
FCM
704
Fourpath Capital Management
Oklahoma
$433K -$12.2K -53 -3%
PG
705
Patten Group
Tennessee
$432K – – –
ACM
706
Aubrey Capital Management
United Kingdom
$429K +$461K +2,000 New
CFG
707
Citizens Financial Group
Rhode Island
$428K -$8.34M -36,198 -95%
WA
708
WestEnd Advisors
North Carolina
$428K -$230 -1 Closed
CP
709
Castleview Partners
Texas
$422K -$206M -892,496 -100%
IWM
710
IHT Wealth Management
Illinois
$422K -$169K -735 -27%
WPC
711
Wedmont Private Capital
Pennsylvania
$422K +$106K +459 +31%
PP
712
Patten & Patten
Tennessee
$419K – – –
LGA
713
Lebenthal Global Advisors
New York
$418K +$125K +542 +38%
PFM
714
Privium Fund Management
Netherlands
$418K +$449K +1,950 New
B
715
Barings
North Carolina
$415K -$493K -2,142 -53%
KMWM
716
Keudell/Morrison Wealth Management
Oregon
$414K +$27.4K +119 +7%
GVAG
717
Great Valley Advisor Group
Delaware
$414K +$60.6K +263 +17%
MAM
718
Magellan Asset Management
Australia
$414K +$93.3K +405 +27%
WWM
719
Western Wealth Management
Colorado
$412K +$167K +723 +60%
BCP
720
Blue Chip Partners
Michigan
$411K -$1.61K -7 -0.4%
DWM
721
Dakota Wealth Management
Florida
$411K +$67.3K +292 +18%
AC
722
Allstate Corporation
Illinois
$410K -$4.62M -20,048 -91%
NL
723
Navalign LLC
California
$408K +$46.5K +202 +10%
EWA
724
EP Wealth Advisors
California
$407K +$123K +535 +39%
IA
725
IFG Advisory
Georgia
$402K +$6.91K +30 +2%
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