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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
776
Heritage Wealth Advisors
Virginia
$287K – – –
AOWM
777
Alpha Omega Wealth Management
Virginia
$283K -$159K -551 -35%
SWP
778
Stratos Wealth Partners
Ohio
$283K -$115K -398 -28%
FWCM
779
Ferguson Wellman Capital Management
Oregon
$283K +$6.34K +22 +2%
UH
780
Unigestion Holding
Switzerland
$283K +$295K +1,022 New
SS
781
Simplicity Solutions
Minnesota
$282K -$417K -1,445 -59%
KPWS
782
Kestra Private Wealth Services
Texas
$281K +$292K +1,013 New
TWM
783
TriaGen Wealth Management
California
$277K -$167K -578 -37%
MPI
784
Mairs & Power Inc
Minnesota
$277K – – –
OFS
785
OneAscent Financial Services
Alabama
$275K -$5.48K -19 -2%
CIAS
786
Capital Investment Advisory Services
North Carolina
$274K – – –
JLBC
787
J.L. Bainbridge & Co
Florida
$272K – – –
LSAG
788
Lake Street Advisors Group
New Hampshire
$272K – – –
IEFM
789
IQ EQ Fund Management
Ireland
$272K +$283K +981 New
BOPW
790
Brandywine Oak Private Wealth
Pennsylvania
$271K -$26.8K -93 -9%
HB
791
Homrich & Berg
Georgia
$269K -$14.7K -51 -5%
NHC
792
Nicholas Hoffman & Company
Georgia
$268K +$279K +967 New
FCI
793
Financial Counselors Inc
Kansas
$267K +$31.7K +110 +13%
FC
794
Ferris Capital
Massachusetts
$266K – – –
SIC
795
Sigma Investment Counselors
Michigan
$266K – – –
CIC
796
Crawford Investment Counsel
Georgia
$266K +$2.31K +8 +0.8%
MMPW
797
Mitchell McLeod Pugh & Williams
Alabama
$265K – – –
RCA
798
Ranch Capital Advisors
Florida
$265K – – –
HPWM
799
Highland Private Wealth Management
Washington
$264K +$23.1K +80 +9%
HW
800
Hancock Whitney
Mississippi
$263K -$1.44K -5 -0.5%
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