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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
726
Wambolt & Associates
Colorado
$477K +$272K +932 +122%
CS
727
Comerica Securities
Michigan
$476K +$90.4K +310 +22%
SFG
728
Synergy Financial Group
California
$473K +$490K +1,682 New
MW
729
Marcum Wealth
Ohio
$472K -$1.46K -5 -0.3%
USCWA
730
U.S. Capital Wealth Advisors
Texas
$469K +$29.1K +100 +6%
VAM
731
Vienna Asset Management
California
$467K +$484K +1,662 New
B
732
Bailard
California
$464K -$208K -715 -30%
MWM
733
Modera Wealth Management
New Jersey
$464K +$481K +1,649 New
DWM
734
Dakota Wealth Management
Florida
$456K -$12.8K -44 -3%
CRC
735
Curi RMB Capital
Illinois
$449K -$10.2K -35 -2%
WANY
736
Wealthspire Advisors (New York)
New York
$447K +$151K +517 +48%
GVAG
737
Great Valley Advisor Group
Delaware
$446K -$46.9K -161 -9%
FHA
738
Flagship Harbor Advisors
Massachusetts
$445K +$123K +422 +36%
TAM
739
Tocqueville Asset Management
New York
$442K +$9.04K +31 +2%
MPM
740
MBB Public Markets
Illinois
$442K +$458K +1,571 New
CG
741
Colony Group
Massachusetts
$442K +$458K +1,572 New
IFWM
742
Institute for Wealth Management
Colorado
$441K +$874 +3 +0.2%
SW
743
SVB Wealth
Massachusetts
$438K -$14.3K -49 -3%
PCA
744
Pallas Capital Advisors
Massachusetts
$430K -$219K -752 -29%
CA
745
Clearstead Advisors
Ohio
$430K +$438K +1,501 +5,176%
MAM
746
Magellan Asset Management
Australia
$429K +$152K +521 +52%
CCA
747
Checchi Capital Advisers
California
$425K -$8.16K -28 -2%
WA
748
Wealth Alliance
New York
$424K -$109K -375 -20%
DWM
749
Defined Wealth Management
Oregon
$424K – – –
EN1L
750
Engine No 1 LLC
California
$423K +$92.7K +318 +27%
28 29
30
31 32