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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
751
Pine Valley Investments
New Jersey
$518K +$47.3K +188 +11%
FAFN
752
First Affirmative Financial Network
Colorado
$516K +$11.8K +47 +3%
LSAG
753
Lake Street Advisors Group
New Hampshire
$515K +$7.3K +29 +2%
SCM
754
Stevens Capital Management
Pennsylvania
$514K +$149K +592 +46%
ECG
755
Edge Capital Group
Georgia
$510K – – –
FCP
756
Fidelis Capital Partners
Florida
$510K +$18.4K +73 +4%
CL
757
CSS LLC
Illinois
$510K +$441K +1,750 +1,750%
MYIA
758
Mount Yale Investment Advisors
Colorado
$504K -$1.76K -7 -0.4%
LWCFA
759
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$504K -$135K -535 -23%
TPI
760
Trust Point Inc
Wisconsin
$501K +$18.4K +73 +4%
WG
761
Winton Group
United Kingdom
$500K +$457K +1,816 New
PFWA
762
Paces Ferry Wealth Advisors
Georgia
$497K -$2.77K -11 -0.6%
VI
763
Versor Investments
New York
$496K +$454K +1,802 New
FCM
764
Fourpath Capital Management
Oklahoma
$494K -$19.4K -77 -4%
1CP
765
17 Capital Partners
Arizona
$493K -$978K -3,887 -68%
FIM
766
Freedom Investment Management
Connecticut
$490K +$31.7K +126 +8%
CFG
767
Cooper Financial Group
California
$483K +$19.1K +76 +5%
CCA
768
Checchi Capital Advisers
California
$480K +$4.28K +17 +1%
TVM
769
True Vision MN
Minnesota
$479K -$13.3K -53 -3%
RPC
770
Rossmore Private Capital
Connecticut
$477K – – –
WANY
771
Wealthspire Advisors (New York)
New York
$474K +$10.1K +40 +2%
CW
772
CreativeOne Wealth
Kansas
$471K +$225K +893 +110%
PIM
773
Platinum Investment Management
Australia
$471K +$430K +1,708 New
SSWM
774
Strait & Sound Wealth Management
California
$468K -$173K -687 -29%
OL
775
Optas LLC
Texas
$468K -$1.76K -7 -0.4%
29 30
31
32 33