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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
LBD
751
Landsberg Bennett & Dubbaneh
Florida
$322K +$47.9K +168 +18%
WA
752
Wealth Alliance
New York
$321K -$8.56K -30 -3%
RHBC
753
R.H. Bluestein & Co
Michigan
$321K – – –
TWM
754
TriaGen Wealth Management
California
$321K – – –
NHC
755
Nicholas Hoffman & Company
Georgia
$321K +$38.2K +134 +14%
LFA
756
Legacy Financial Advisors
Kentucky
$319K +$12.3K +43 +4%
EPP
757
ETF Portfolio Partners
Kansas
$318K +$311K +1,090 New
SIC
758
Sigma Investment Counselors
Michigan
$316K +$34.5K +121 +13%
EWM
759
Evercore Wealth Management
New York
$315K +$48.2K +169 +19%
IC
760
Intersect Capital
California
$309K +$42.8K +150 +17%
CTA
761
Chesley Taft & Associates
Illinois
$309K +$69.9K +245 +30%
CPC
762
Consolidated Planning Corp
Georgia
$307K – – –
DWM
763
Dakota Wealth Management
Florida
$306K -$856 -3 -0.3%
SFA
764
Sequoia Financial Advisors
Ohio
$305K -$50.2K -176 -14%
HWA
765
Heritage Wealth Advisors
Virginia
$302K – – –
BAM
766
Belpointe Asset Management
Nevada
$301K +$83.9K +294 +40%
IAN
767
Integrated Advisors Network
Texas
$299K -$293K -1,028 -50%
AOWM
768
Alpha Omega Wealth Management
Virginia
$298K – – –
AS
769
Altshuler Shaham
Israel
$298K +$284K +997 +3,988%
AWM
770
Altium Wealth Management
New York
$296K +$41.9K +147 +17%
OWA
771
One Wealth Advisors
California
$294K -$79.3K -278 -22%
HTC
772
Haverford Trust Company
Pennsylvania
$294K +$288K +1,008 New
FCI
773
Financial Counselors Inc
Kansas
$292K +$9.7K +34 +4%
WA
774
WestEnd Advisors
North Carolina
$291K – – –
HB
775
Homrich & Berg
Georgia
$290K +$6.85K +24 +2%
29 30
31
32 33