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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
726
Ferris Capital
Massachusetts
$228K +$2.61K +11 +1%
CIA
727
Capital Investment Advisors
Georgia
$224K -$29.2K -123 -11%
MMPW
728
Mitchell McLeod Pugh & Williams
Alabama
$221K – – –
RCA
729
Ranch Capital Advisors
Florida
$221K – – –
RMDI
730
R.M. Davis Inc
Maine
$220K -$59.4K -250 -21%
JIC
731
Joel Isaacson & Co
New York
$220K – – –
CIC
732
Crawford Investment Counsel
Georgia
$220K +$8.32K +35 +4%
APA
733
American Portfolios Advisors
New York
$218K -$58.9K -248 -21%
SWM
734
SVA Wealth Management
Wisconsin
$216K +$223K +937 New
LSAG
735
Lake Street Advisors Group
New Hampshire
$214K -$8.79K -37 -4%
BC
736
Bartlett & Co
Ohio
$214K – – –
BCWM
737
Bartlett & Co Wealth Management
Ohio
$214K – – –
EWM
738
Evercore Wealth Management
New York
$209K +$10.2K +43 +5%
BTW
739
Boston Trust Walden
Massachusetts
$207K – – –
RWM
740
Ritholtz Wealth Management
New York
$204K +$210K +885 New
SWP
741
Stratos Wealth Partners
Ohio
$203K -$1.66K -7 -0.8%
IB
742
Intrust Bank
Kansas
$202K +$208K +877 New
ACM
743
Allred Capital Management
Texas
$201K -$3.56K -15 -2%
ST
744
Smithfield Trust
Pennsylvania
$198K +$15.7K +66 +8%
HPC
745
HM Payson & Co
Maine
$198K +$70.3K +296 +53%
PCG
746
Private Capital Group
Connecticut
$196K -$109K -457 -35%
QCG
747
Quadrant Capital Group
Ohio
$188K +$21.1K +89 +12%
GRP
748
Global Retirement Partners
California
$186K -$6.65K -28 -3%
BAM
749
Belpointe Asset Management
Nevada
$176K -$4.99K -21 -3%
RIM
750
Rampart Investment Management
Connecticut
$173K -$790K -3,325 -82%
28 29
30
31 32