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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
M1FG
701
Mach-1 Financial Group
Arkansas
$729K +$575K +2,287 +302%
MSFS
702
Main Street Financial Solutions
Pennsylvania
$719K -$73.6K -293 -9%
MW
703
Maia Wealth
Colorado
$714K -$250K -995 -25%
PSP
704
Principal Street Partners
Tennessee
$713K +$63.3K +252 +9%
BRWA
705
B. Riley Wealth Advisors
Florida
$713K -$339K -1,349 -31%
1WM
706
1900 Wealth Management
Texas
$711K -$73.9K -294 -9%
AFG
707
Atomi Financial Group
New York
$705K -$96.8K -385 -12%
B
708
Birchbrook
Maine
$703K +$25.9K +103 +4%
NL
709
Navalign LLC
California
$700K +$25.4K +101 +4%
JCM
710
Jacobi Capital Management
Pennsylvania
$696K +$26.1K +104 +4%
BAM
711
Berkshire Asset Management
Pennsylvania
$695K -$70.4K -280 -9%
CCIA
712
Campbell & Co Investment Adviser
Maryland
$692K +$727K +2,891 New
MG
713
Mather Group
Illinois
$690K -$11.6K -46 -2%
GAA
714
Green Alpha Advisors
Colorado
$685K -$28.7K -114 -4%
CIA
715
Choate Investment Advisors
Massachusetts
$684K -$113K -448 -14%
OL
716
Optas LLC
Texas
$683K +$2.01K +8 +0.3%
TSWM
717
Triangle Securities Wealth Management
North Carolina
$683K -$332K -1,322 -32%
BJL
718
Brighton Jones LLC
Washington
$679K +$713K +2,837 New
KAM
719
Karani Asset Management
New York
$674K +$707K +2,814 New
SFFS
720
Stonehage Fleming Financial Services
Jersey
$673K -$21.6K -86 -3%
AF
721
Allworth Financial
California
$672K +$242K +963 +52%
RIG
722
RiverFront Investment Group
Virginia
$667K +$701K +2,788 New
CNTOF
723
Canandaigua National Trust of Florida
New York
$663K +$523K +2,081 +302%
AG
724
AIA Group
Hong Kong
$637K -$344K -1,369 -34%
CA
725
Commerzbank Aktiengesellschaft
Germany
$632K +$221K +881 +50%
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