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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
726
Centiva Capital
New York
$402K +$419K +1,452 New
OL
727
Optas LLC
Texas
$400K +$2.6K +9 +0.6%
SCM
728
SOL Capital Management
Maryland
$394K – – –
SW
729
SVB Wealth
Massachusetts
$394K +$6.63K +23 +2%
WAP
730
Wealthcare Advisory Partners
Pennsylvania
$389K +$62K +215 +18%
TP
731
Tranquility Partners
Tennessee
$389K +$404K +1,402 New
WP
732
Waycross Partners
Kentucky
$388K – – –
MA
733
Montag & Associates
Georgia
$385K -$101K -350 -20%
WTC
734
WhitTier Trust Company
Nevada
$385K – – –
EWA
735
EP Wealth Advisors
California
$370K +$50.5K +175 +15%
FFA
736
Founders Financial Alliance
North Carolina
$367K -$102K -355 -21%
SWP
737
Strategic Wealth Partners
Ohio
$365K +$380K +1,318 New
IFWM
738
Institute for Wealth Management
Colorado
$360K +$44.1K +153 +13%
OWA
739
One Wealth Advisors
California
$356K +$87.1K +302 +31%
DIP
740
DT Investment Partners
Pennsylvania
$355K +$369K +1,280 New
APA
741
American Portfolios Advisors
New York
$354K +$62.6K +217 +20%
BWP
742
BSW Wealth Partners
Colorado
$354K +$41K +142 +13%
AFM
743
Abbot Financial Management
Massachusetts
$352K – – –
AFM
744
Andesa Financial Management
Pennsylvania
$348K -$8.94K -31 -2%
PWPS
745
Pinnacle Wealth Planning Services
Ohio
$344K -$9.52K -33 -3%
MIFH
746
Migdal Insurance & Financial Holdings
Israel
$342K +$45.6K +158 +15%
EFS
747
Essex Financial Services
Connecticut
$342K +$149K +517 +72%
CAM
748
CenterStar Asset Management
Illinois
$340K – – –
SFA
749
Sequoia Financial Advisors
Ohio
$338K -$102K -354 -22%
NL
750
NWAM LLC
Washington
$334K – – –
28 29
30
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