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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
701
Trust Asset Management
Texas
$652K – – –
MPPW
702
Mitchell & Pahl Private Wealth
Oklahoma
$634K -$1.77K -7 -0.3%
SVCP
703
Silicon Valley Capital Partners
California
$622K – – –
GM
704
GeoWealth Management
Illinois
$618K +$338K +1,336 +129%
PFGIA
705
Patriot Financial Group Insurance Agency
Massachusetts
$605K +$341K +1,346 +138%
SSWM
706
Strait & Sound Wealth Management
California
$600K +$29.6K +117 +5%
SPS
707
Susquehanna Portfolio Strategies
Pennsylvania
$599K – – –
TA
708
Tectonic Advisors
Texas
$591K – – –
CI
709
Cigna Investments
Connecticut
$590K -$1.01K -4 -0.2%
JC
710
Jacobs & Co
California
$588K – – –
SFA
711
Sequoia Financial Advisors
Ohio
$588K -$826K -3,266 -59%
NP
712
NorthRock Partners
Minnesota
$587K +$71.9K +284 +14%
CIA
713
Concurrent Investment Advisors
Florida
$586K +$358K +1,416 +169%
AIA
714
Angeles Investment Advisors
California
$582K – – –
DF
715
Donoghue Forlines
Massachusetts
$581K +$108K +428 +24%
AM
716
AGF Management
Ontario, Canada
$575K -$16.7K -66 -3%
IFU
717
iSAM Funds (UK)
United Kingdom
$574K +$557K +2,203 New
LFG
718
Larson Financial Group
Missouri
$571K +$145K +572 +35%
WT
719
Whittier Trust
California
$569K +$107K +422 +24%
HAG
720
HF Advisory Group
Maryland
$566K +$269K +1,063 +96%
KP
721
Keel Point
Alabama
$563K +$216K +855 +65%
IB
722
Intrust Bank
Kansas
$560K -$4.55K -18 -0.8%
IWM
723
IHT Wealth Management
Illinois
$560K -$11.4K -45 -2%
LSAG
724
Lake Street Advisors Group
New Hampshire
$559K +$11.6K +46 +2%
IIM
725
InTrack Investment Management
Vermont
$557K +$12.7K +50 +2%
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