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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
726
Mount Yale Investment Advisors
Colorado
$400K -$1.47K -7 -0.4%
GWM
727
Gitterman Wealth Management
New Jersey
$400K +$406K +1,932 New
GS
728
GTS Securities
Florida
$399K +$405K +1,929 New
MG
729
Mather Group
Illinois
$398K +$95.6K +455 +31%
DF
730
Donoghue Forlines
Massachusetts
$395K -$96.2K -458 -19%
PA
731
Parallel Advisors
California
$395K +$11.1K +53 +3%
IPAM
732
ICICI Prudential Asset Management
India
$394K +$93.7K +446 +31%
OR
733
Olympiad Research
Connecticut
$391K -$268K -1,277 -40%
LHC
734
Little House Capital
Massachusetts
$389K +$395K +1,881 New
GC
735
Gilbert & Cook
Iowa
$387K -$14.7K -70 -4%
GCM
736
Genus Capital Management
British Columbia, Canada
$385K -$96.7K -460 -20%
AC
737
Aristides Capital
Kentucky
$383K -$451K -2,147 -54%
HTC
738
Haverford Trust Company
Pennsylvania
$378K +$13.9K +66 +4%
GCMG
739
Gyroscope Capital Management Group
Florida
$372K +$378K +1,800 New
FAFN
740
First Affirmative Financial Network
Colorado
$370K +$50.2K +239 +15%
BBW
741
Blue Barn Wealth
Utah
$366K -$3.99K -19 -1%
FIA
742
Foundations Investment Advisors
Arizona
$361K +$66K +314 +22%
WTC
743
WhitTier Trust Company
Nevada
$361K -$210 -1 -0.1%
AM
744
AGF Management
Ontario, Canada
$360K +$366K +1,742 New
RPC
745
Rossmore Private Capital
Connecticut
$358K – – –
IPW
746
Impact Partnership Wealth
Georgia
$356K +$362K +1,721 New
ACM
747
Aubrey Capital Management
United Kingdom
$352K – – –
SFA
748
Sequoia Financial Advisors
Ohio
$350K +$2.73K +13 +0.8%
WANY
749
Wealthspire Advisors (New York)
New York
$346K +$352K +1,674 New
KCM
750
Kanawha Capital Management
Virginia
$346K – – –
28 29
30
31 32