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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
751
Founders Financial Alliance
North Carolina
$408K +$423K +1,450 New
WBG
752
Wharton Business Group
Pennsylvania
$406K +$421K +1,445 New
SCM
753
SOL Capital Management
Maryland
$399K – – –
LGA
754
Lebenthal Global Advisors
New York
$396K +$411K +1,409 New
LFA
755
Legacy Financial Advisors
Kentucky
$394K +$94.4K +324 +30%
AWA
756
Arete Wealth Advisors
Illinois
$392K +$28K +96 +7%
FFL
757
Future Fund LLC
Illinois
$392K +$406K +1,394 New
MS
758
Maven Securities
Jersey
$390K +$126K +431 +45%
EWA
759
EP Wealth Advisors
California
$384K -$9.33K -32 -2%
WTC
760
WhitTier Trust Company
Nevada
$384K +$9.91K +34 +3%
HW
761
Hancock Whitney
Mississippi
$384K +$156K +534 +64%
SFA
762
Sequoia Financial Advisors
Ohio
$384K +$398K +1,365 New
IFG
763
Independent Financial Group
California
$384K +$10.5K +36 +3%
WPC
764
Wedmont Private Capital
Pennsylvania
$382K +$428K +1,469 New
TP
765
Tranquility Partners
Tennessee
$379K +$23.3K +80 +6%
AFM
766
Andesa Financial Management
Pennsylvania
$378K -$3.21K -11 -0.8%
EFS
767
Essex Financial Services
Connecticut
$374K +$18.1K +62 +5%
CA
768
Cetera Advisors
Colorado
$373K +$21.3K +73 +6%
JIC
769
Johnson Investment Counsel
Ohio
$369K +$291 +1 +0.1%
ACI
770
Alpha Cubed Investments
California
$369K +$9.91K +34 +3%
SPWM
771
Schrum Private Wealth Management
Florida
$366K +$379K +1,300 New
SHWM
772
Silicon Hills Wealth Management
Texas
$364K – – –
WA
773
WP Advisors
California
$363K +$376K +1,290 New
PWPS
774
Pinnacle Wealth Planning Services
Ohio
$361K -$10.2K -35 -3%
ZIG
775
Zullo Investment Group
Pennsylvania
$357K +$370K +1,271 New
29 30
31
32 33