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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
701
Dorsey & Whitney Trust
South Dakota
$448K -$23.7K -113 -5%
SWM
702
Spire Wealth Management
Virginia
$439K -$34.3K -163 -7%
FW
703
FirstPurpose Wealth
Utah
$438K +$841 +4 +0.2%
IIM
704
InTrack Investment Management
Vermont
$432K – – –
LWCFA
705
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$429K -$34.7K -165 -7%
ECG
706
Edge Capital Group
Georgia
$429K – – –
MP
707
McDonald Partners
Ohio
$427K -$24.8K -118 -5%
OFS
708
OneAscent Financial Services
Alabama
$424K +$430K +2,048 New
APM
709
Advanced Portfolio Management
New York
$422K +$429K +2,040 New
EB
710
Eastern Bank
Massachusetts
$419K -$2.52K -12 -0.6%
PCM
711
Prelude Capital Management
New York
$415K -$259K -1,233 -38%
SAM
712
Silvercrest Asset Management
New York
$415K – – –
CRC
713
Curi RMB Capital
Illinois
$414K +$108K +512 +34%
CL
714
CSS LLC
Illinois
$414K – – –
VT
715
Vise Technologies
New York
$411K +$13K +62 +3%
NAMA
716
Nikko Asset Management Americas
New York
$410K +$72.5K +345 +21%
PFWA
717
Paces Ferry Wealth Advisors
Georgia
$410K -$12K -57 -3%
FIM
718
Freedom Investment Management
Connecticut
$410K +$205K +975 +97%
SFA
719
Semmax Financial Advisors
North Carolina
$409K +$409K +1,948 New
FHA
720
Flagship Harbor Advisors
Massachusetts
$409K +$5.25K +25 +1%
FCM
721
Fourpath Capital Management
Oklahoma
$408K -$14.9K -71 -3%
SSWM
722
Strait & Sound Wealth Management
California
$406K -$21K -100 -5%
CFB
723
Cullen/Frost Bankers
Texas
$406K -$14.3K -68 -3%
WEG
724
World Equity Group
Illinois
$403K +$198K +942 +94%
IB
725
Intrust Bank
Kansas
$402K -$22.1K -105 -5%
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