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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
726
Pinnacle Wealth Planning Services
Ohio
$369K +$6.85K +24 +2%
TP
727
Tranquility Partners
Tennessee
$368K -$40.2K -141 -10%
AFM
728
Andesa Financial Management
Pennsylvania
$363K -$3.42K -12 -1%
SSWM
729
Sheets Smith Wealth Management
North Carolina
$363K +$354K +1,242 New
AII
730
AGF Investments Inc
Ontario, Canada
$354K -$168K -590 -33%
CCM
731
Coldstream Capital Management
Washington
$351K +$21.4K +75 +7%
JIC
732
Johnson Investment Counsel
Ohio
$350K +$571 +2 +0.2%
SEC
733
Seven Eight Capital
New York
$350K +$342K +1,200 New
CA
734
Cetera Advisors
Colorado
$345K +$6.56K +23 +2%
CS
735
Comerica Securities
Michigan
$344K +$39.1K +137 +13%
CC
736
Centiva Capital
New York
$342K -$79.6K -279 -19%
EFS
737
Essex Financial Services
Connecticut
$342K – – –
MGIA
738
Matthew Goff Investment Advisor
Texas
$342K – – –
IB
739
Intrust Bank
Kansas
$342K +$11.4K +40 +4%
SC
740
Savant Capital
Illinois
$342K +$14.8K +52 +5%
RWM
741
Ritholtz Wealth Management
New York
$341K +$27.1K +95 +9%
NL
742
NWAM LLC
Washington
$340K -$11.7K -41 -3%
FHA
743
Flagship Harbor Advisors
Massachusetts
$339K +$34.8K +122 +12%
LCM
744
Laurion Capital Management
New York
$337K +$330K +1,156 New
NFG
745
Nadler Financial Group
Illinois
$333K -$99.8K -350 -23%
BCA
746
Berman Capital Advisors
Georgia
$333K +$146K +511 +81%
ATPW
747
Ashton Thomas Private Wealth
Arizona
$330K +$17.7K +62 +6%
LSAG
748
Lake Street Advisors Group
New Hampshire
$330K +$4.28K +15 +2%
SRC
749
Sage Rhino Capital
California
$328K -$1.43K -5 -0.4%
HCMG
750
Howard Capital Management Group
California
$325K +$318K +1,114 New
28 29
30
31 32