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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
776
Consolidated Planning Corp
Georgia
$301K – – –
HWA
777
Heritage Wealth Advisors
Virginia
$295K – – –
AAS
778
Avantax Advisory Services
Texas
$289K +$46.8K +153 +18%
HTC
779
Haverford Trust Company
Pennsylvania
$287K – – –
MAM
780
Magellan Asset Management
Australia
$286K +$12.9K +42 +4%
TWM
781
TriaGen Wealth Management
California
$285K – – –
EWA
782
Evolution Wealth Advisors
Florida
$285K +$62.1K +203 +26%
ATPW
783
Ashton Thomas Private Wealth
Arizona
$282K -$43.8K -143 -13%
JLBC
784
J.L. Bainbridge & Co
Florida
$279K – – –
CIC
785
Crawford Investment Counsel
Georgia
$279K +$5.82K +19 +2%
HB
786
Homrich & Berg
Georgia
$275K -$9.18K -30 -3%
PWM
787
Perigon Wealth Management
California
$273K +$39.2K +128 +15%
MS
788
Maven Securities
Jersey
$272K -$144K -470 -33%
MMPW
789
Mitchell McLeod Pugh & Williams
Alabama
$272K – – –
BBW
790
Blue Barn Wealth
Utah
$272K +$292K +954 New
ACM
791
AlphaStar Capital Management
North Carolina
$271K +$271K +885 New
HPWM
792
Highland Private Wealth Management
Washington
$270K -$4.59K -15 -2%
QCG
793
Quadrant Capital Group
Ohio
$270K +$8.88K +29 +3%
AS
794
Altshuler Shaham
Israel
$269K -$25.7K -84 -8%
EI
795
Ellevest Inc
New York
$268K +$36.1K +118 +14%
YIH
796
Y-Intercept (HK)
Hong Kong
$265K -$413K -1,348 -59%
BTW
797
Boston Trust Walden
Massachusetts
$265K – – –
BCWM
798
Bartlett & Co Wealth Management
Ohio
$264K -$5.51K -18 -2%
BC
799
Bartlett & Co
Ohio
$264K -$5.51K -18 -2%
PWA
800
Phoenix Wealth Advisors
North Carolina
$262K – – –
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