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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
701
Cigna Investments
Connecticut
$553K -$8.85K -41 -2%
TA
702
Tectonic Advisors
Texas
$553K – – –
SFA
703
Semmax Financial Advisors
North Carolina
$552K +$43.8K +203 +10%
SC
704
Syon Capital
California
$552K +$490K +2,268 New
CGL
705
Clarius Group LLC
Washington
$552K -$27.9K -129 -5%
LF
706
LifePlan Financial
Minnesota
$551K +$488K +2,261 New
JC
707
Jacobs & Co
California
$550K -$9.93K -46 -2%
LWCFA
708
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$546K – – –
AIA
709
Angeles Investment Advisors
California
$544K -$40.2K -186 -8%
CIS
710
Custom Index Systems
New York
$544K +$482K +2,233 New
IAS
711
Insigneo Advisory Services
Florida
$543K +$139K +646 +41%
FPCG
712
Fort Pitt Capital Group
Pennsylvania
$536K +$192K +889 +68%
IWM
713
IHT Wealth Management
Illinois
$534K -$5.4K -25 -1%
SWM
714
Spire Wealth Management
Virginia
$533K +$4.32K +20 +0.9%
FW
715
FirstPurpose Wealth
Utah
$532K +$14.5K +67 +3%
IB
716
Intrust Bank
Kansas
$528K +$49K +227 +12%
DWT
717
Dorsey & Whitney Trust
South Dakota
$512K -$13.2K -61 -3%
CL
718
CSS LLC
Illinois
$511K +$21.6K +100 +5%
LSAG
719
Lake Street Advisors Group
New Hampshire
$511K +$453K +2,099 New
GLA
720
Great Lakes Advisors
Illinois
$511K -$403K -1,865 -47%
IIM
721
InTrack Investment Management
Vermont
$509K – – –
STA
722
Summit Trail Advisors
New York
$508K -$122K -565 -21%
SCM
723
Stevens Capital Management
Pennsylvania
$505K -$818K -3,790 -65%
IPAM
724
ICICI Prudential Asset Management
India
$505K +$37.1K +172 +9%
MP
725
McDonald Partners
Ohio
$503K – – –
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