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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
726
Institute for Wealth Management
Colorado
$401K +$69.3K +301 +19%
MIP
727
Marietta Investment Partners
Wisconsin
$399K -$26.5K -115 -6%
FMAEN1
728
Fund Management at Engine No 1
California
$399K +$429K +1,862 New
CBT
729
Central Bank & Trust
Kentucky
$398K – – –
FUBT
730
First United Bank & Trust
Maryland
$394K -$3.46K -15 -0.8%
E
731
Ergoteles
New York
$394K +$423K +1,838 New
BCM
732
Becker Capital Management
Oregon
$393K -$5.99K -26 -1%
EC
733
Enhancing Capital
Pennsylvania
$389K +$418K +1,814 New
AFM
734
Abbot Financial Management
Massachusetts
$388K – – –
GC
735
Gilbert & Cook
Iowa
$388K +$7.83K +34 +2%
GL
736
Graypoint LLC
New York
$387K +$81.3K +353 +24%
CA
737
Cetera Advisors
Colorado
$386K +$109K +475 +36%
AFG
738
Albion Financial Group
Utah
$384K – – –
ACP
739
Ashfield Capital Partners
California
$378K – – –
NAMA
740
Nikko Asset Management Americas
New York
$375K +$402K +1,745 New
SIM
741
Sentry Investment Management
Wisconsin
$374K -$76.5K -332 -16%
LCG
742
Luxor Capital Group
New York
$371K -$1.45M -6,294 -78%
FWCM
743
Ferguson Wellman Capital Management
Oregon
$371K +$208K +901 +109%
GLA
744
Great Lakes Advisors
Illinois
$366K -$1.39M -6,015 -78%
MM
745
MQS Management
New York
$365K +$392K +1,703 New
SA
746
Sicart Associates
New York
$364K – – –
KCM
747
Kanawha Capital Management
Virginia
$362K -$3.23K -14 -0.8%
SFG
748
Synergy Financial Group
California
$361K – – –
IWC
749
Integrated Wealth Concepts
Massachusetts
$360K -$519K -2,253 -57%
C
750
Certuity
Florida
$359K +$132K +573 +52%
28 29
30
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