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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
751
PFG Investments
New York
$435K -$25.4K -113 -6%
CFG
752
Citizens Financial Group
Rhode Island
$433K +$177K +786 +82%
TPI
753
Trust Point Inc
Wisconsin
$432K -$16.6K -74 -4%
RPC
754
Rossmore Private Capital
Connecticut
$428K – – –
CCA
755
Checchi Capital Advisers
California
$427K +$3.59K +16 +0.9%
OL
756
Optas LLC
Texas
$422K -$10.1K -45 -3%
CCI
757
Credit Capital Investments
New Jersey
$421K +$382K +1,700 New
PVI
758
Pine Valley Investments
New Jersey
$419K +$381K +1,694 New
WANY
759
Wealthspire Advisors (New York)
New York
$416K +$6.51K +29 +2%
CFG
760
Cooper Financial Group
California
$415K -$899 -4 -0.2%
KCM
761
Kanawha Capital Management
Virginia
$414K – – –
FHA
762
Flagship Harbor Advisors
Massachusetts
$412K -$59.3K -264 -14%
EI
763
Ellevest Inc
New York
$410K +$30.1K +134 +9%
FIM
764
Freedom Investment Management
Connecticut
$409K -$24K -107 -6%
CI
765
Conning Inc
Connecticut
$409K +$6.29K +28 +2%
FT
766
Fiduciary Trust
Massachusetts
$407K -$21.6K -96 -6%
HH
767
Hilltop Holdings
Texas
$403K +$72.8K +324 +25%
UCB
768
United Community Bank
South Carolina
$401K +$11.2K +50 +3%
CWP
769
Curated Wealth Partners
California
$399K +$363K +1,614 New
FCP
770
Fidelis Capital Partners
Florida
$397K +$13.9K +62 +4%
SAM
771
Smartleaf Asset Management
Massachusetts
$397K +$54.4K +242 +17%
1WA
772
180 Wealth Advisors
Washington
$396K +$11.9K +53 +3%
SC
773
Scotia Capital
Ontario, Canada
$396K +$359K +1,599 New
UAG
774
United Advisor Group
Ohio
$391K +$355K +1,579 New
HHRDM
775
H&H Retirement Design & Management
Nevada
$391K -$60.7K -270 -14%
29 30
31
32 33