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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
SEM
776
Suncoast Equity Management
Florida
$520K +$546K +2,172 New
MA
777
Montag & Associates
Georgia
$514K -$34.2K -136 -6%
IIM
778
InTrack Investment Management
Vermont
$512K – – –
BFIM
779
Beese Fulmer Investment Management
Ohio
$510K -$29.7K -118 -5%
MWM
780
Meritas Wealth Management
California
$506K – – –
FAM
781
Fred Alger Management
New York
$506K – – –
CP
782
Canopy Partners
Ohio
$500K +$56.8K +226 +12%
PVI
783
Pine Valley Investments
New Jersey
$499K +$2.51K +10 +0.5%
BWM
784
Baron Wealth Management
Michigan
$499K +$524K +2,085 New
SW
785
Simplicity Wealth
New Jersey
$498K +$75.2K +299 +17%
CI
786
Cigna Investments
Connecticut
$495K – – –
WA
787
Waverly Advisors
Alabama
$492K -$97K -386 -16%
JC
788
Jacobs & Co
California
$487K -$37.7K -150 -7%
PL
789
Perpetual Ltd
Australia
$486K -$22.4K -89 -4%
CCA
790
Childress Capital Advisors
Texas
$482K +$238K +946 +89%
M
791
MOTCO
Texas
$479K +$503K +2,000 New
CA
792
CoreCap Advisors
Michigan
$478K +$36.4K +145 +8%
AP
793
Anchyra Partners
Georgia
$476K +$109K +434 +28%
ICP
794
Impact Capital Partners
Colorado
$472K +$35.4K +141 +8%
PCIA
795
Prime Capital Investment Advisors
Kansas
$471K -$43.5K -173 -8%
BAM
796
Belpointe Asset Management
Nevada
$469K +$493K +1,961 New
FCA
797
Fortis Capital Advisors
Kansas
$469K +$493K +1,961 New
RA
798
RFG Advisory
Alabama
$467K +$168K +670 +52%
KCP
799
Kera Capital Partners
California
$462K +$48.5K +193 +11%
FAFN
800
First Affirmative Financial Network
Colorado
$457K +$479K +1,907 New
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