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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
751
Savant Capital
Illinois
$339K +$9.49K +36 +3%
CA
752
Cetera Advisors
Colorado
$338K -$58K -220 -17%
MFG
753
Magnus Financial Group
New York
$336K +$8.7K +33 +3%
EPP
754
ETF Portfolio Partners
Kansas
$333K – – –
CCM
755
Coldstream Capital Management
Washington
$333K +$287K +1,090 New
MIFH
756
Migdal Insurance & Financial Holdings
Israel
$328K -$8.91M -33,827 -97%
W
757
WealthStone
Ohio
$328K +$283K +1,073 New
BOPW
758
Brandywine Oak Private Wealth
Pennsylvania
$327K -$17.9K -68 -6%
IB
759
Intrust Bank
Kansas
$326K +$50.6K +192 +22%
APA
760
American Portfolios Advisors
New York
$324K +$31.4K +119 +13%
CPC
761
Consolidated Planning Corp
Georgia
$322K – – –
APP
762
Alpha Paradigm Partners
Illinois
$317K +$274K +1,039 New
HWA
763
Heritage Wealth Advisors
Virginia
$316K -$20K -76 -7%
PVWM
764
Point View Wealth Management
New Jersey
$314K – – –
HB
765
Homrich & Berg
Georgia
$311K +$269K +1,020 New
CS
766
Comerica Securities
Michigan
$310K +$267K +1,015 New
OFS
767
OneAscent Financial Services
Alabama
$308K -$557K -2,113 -68%
FWCM
768
Ferguson Wellman Capital Management
Oregon
$305K – – –
MPI
769
Mairs & Power Inc
Minnesota
$305K +$263K +998 New
CANY
770
Caxton Associates (New York)
New York
$303K -$1.21M -4,607 -82%
JIC
771
Joel Isaacson & Co
New York
$303K +$10.3K +39 +4%
CIAS
772
Capital Investment Advisory Services
North Carolina
$302K +$261K +990 New
OWA
773
One Wealth Advisors
California
$300K -$4.22K -16 -2%
LSAG
774
Lake Street Advisors Group
New Hampshire
$299K +$14.5K +55 +6%
JLBC
775
J.L. Bainbridge & Co
Florida
$299K +$258K +980 New
29 30
31
32 33