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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
776
Wealth Alliance
New York
$313K -$10.7K -51 -3%
EI
777
Ellevest Inc
New York
$311K +$14.7K +70 +5%
PAM
778
Paradigm Asset Management
New York
$310K – – –
WMC
779
Westwood Management Corporation
Illinois
$310K – – –
JHP
780
James Hambro & Partners
United Kingdom
$306K – – –
CFG
781
Carr Financial Group
Massachusetts
$306K – – –
IF
782
Intrua Financial
Texas
$302K +$56.1K +267 +22%
HH
783
Hilltop Holdings
Texas
$302K -$16.4K -78 -5%
SWP
784
Stratos Wealth Partners
Ohio
$300K +$49.4K +235 +19%
NB
785
NBT Bank
New York
$299K +$304K +1,447 New
WBG
786
Wharton Business Group
Pennsylvania
$299K – – –
NWA
787
New World Advisors
Massachusetts
$299K -$1.68K -8 -0.6%
PTC
788
Petrus Trust Company
Texas
$297K -$37.2K -177 -11%
CIA
789
Cape Investment Advisory
Georgia
$297K +$12.8K +61 +4%
CWA
790
Clarity Wealth Advisors
California
$295K – – –
FWCM
791
Ferguson Wellman Capital Management
Oregon
$294K -$53.6K -255 -15%
SCM
792
SOL Capital Management
Maryland
$294K – – –
LFG
793
Larson Financial Group
Missouri
$292K +$48.5K +231 +20%
HCS
794
Himension Capital (Singapore)
Singapore
$292K +$296K +1,410 New
ACM
795
Aquatic Capital Management
Illinois
$290K -$8.51M -40,500 -97%
PWM
796
Perigon Wealth Management
California
$289K -$37.4K -178 -11%
UH
797
Unigestion Holding
Switzerland
$288K -$607K -2,887 -67%
AWM
798
Aprio Wealth Management
Georgia
$287K +$291K +1,385 New
GC
799
GFG Capital
Florida
$286K -$1.47K -7 -0.5%
RFG
800
Range Financial Group
Oregon
$286K +$82.6K +393 +40%
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