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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
TPI
751
Trust Point Inc
Wisconsin
$432K -$16.6K -74 -4%
RPC
752
Rossmore Private Capital
Connecticut
$428K – – –
CCA
753
Checchi Capital Advisers
California
$427K +$3.59K +16 +0.9%
OL
754
Optas LLC
Texas
$422K -$10.1K -45 -3%
CCI
755
Credit Capital Investments
New Jersey
$421K +$382K +1,700 New
PVI
756
Pine Valley Investments
New Jersey
$419K +$381K +1,694 New
WANY
757
Wealthspire Advisors (New York)
New York
$416K +$6.51K +29 +2%
CFG
758
Cooper Financial Group
California
$415K -$899 -4 -0.2%
KCM
759
Kanawha Capital Management
Virginia
$414K – – –
FHA
760
Flagship Harbor Advisors
Massachusetts
$412K -$59.3K -264 -14%
EI
761
Ellevest Inc
New York
$410K +$30.1K +134 +9%
FIM
762
Freedom Investment Management
Connecticut
$409K -$24K -107 -6%
CI
763
Conning Inc
Connecticut
$409K +$6.29K +28 +2%
FT
764
Fiduciary Trust
Massachusetts
$407K -$21.6K -96 -6%
HH
765
Hilltop Holdings
Texas
$403K +$72.8K +324 +25%
UCB
766
United Community Bank
South Carolina
$401K +$11.2K +50 +3%
CWP
767
Curated Wealth Partners
California
$399K +$363K +1,614 New
FCP
768
Fidelis Capital Partners
Florida
$397K +$13.9K +62 +4%
SAM
769
Smartleaf Asset Management
Massachusetts
$397K +$54.4K +242 +17%
1WA
770
180 Wealth Advisors
Washington
$396K +$11.9K +53 +3%
SC
771
Scotia Capital
Ontario, Canada
$396K +$359K +1,599 New
UAG
772
United Advisor Group
Ohio
$391K +$355K +1,579 New
HHRDM
773
H&H Retirement Design & Management
Nevada
$391K -$60.7K -270 -14%
WA
774
Wambolt & Associates
Colorado
$390K +$9.21K +41 +3%
MCM
775
Manchester Capital Management
Vermont
$390K +$11.9K +53 +3%
29 30
31
32 33