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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
701
Jacobs & Co
California
$480K – – –
LWCFA
702
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$477K +$8.44K +41 +2%
EWM
703
EPG Wealth Management
Georgia
$473K +$468K +2,274 New
IB
704
Intrust Bank
Kansas
$473K +$33.6K +163 +8%
MNBTD
705
Moody National Bank Trust Division
Texas
$472K – – –
HWM
706
HB Wealth Management
Georgia
$469K +$48.8K +237 +12%
BIA
707
Benchmark Investment Advisors
Illinois
$467K -$2.06K -10 -0.4%
FHC
708
First Heartland Consultants
Missouri
$466K +$461K +2,241 New
S
709
SignatureFD
Georgia
$461K -$49K -238 -10%
YDMI
710
Y.D. More Investments
Israel
$457K +$189K +916 +72%
MP
711
McDonald Partners
Ohio
$456K – – –
VT
712
Vise Technologies
New York
$454K +$132K +640 +41%
BBW
713
Blue Barn Wealth
Utah
$454K +$153K +744 +52%
PF
714
Phoenix Financial
Israel
$449K +$463K +2,247 New
MC
715
Machina Capital
France
$446K +$91.4K +444 +26%
PG
716
Patten Group
Tennessee
$446K -$17.5K -85 -4%
IIM
717
InTrack Investment Management
Vermont
$445K – – –
TFS
718
Thoroughbred Financial Services
Tennessee
$437K -$29.9K -145 -6%
FHA
719
Flagship Harbor Advisors
Massachusetts
$435K +$6.38K +31 +2%
TFCP
720
Twin Focus Capital Partners
Massachusetts
$432K – – –
EB
721
Eastern Bank
Massachusetts
$432K -$9.68K -47 -2%
ECG
722
Edge Capital Group
Georgia
$431K +$12.8K +62 +3%
SSWM
723
Strait & Sound Wealth Management
California
$429K +$9.06K +44 +2%
CW
724
Connectus Wealth
Ohio
$428K +$156K +758 +5%
CP
725
Castleview Partners
Texas
$428K +$424K +2,057 New
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