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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
801
SeaCrest Wealth Management
New York
$244K +$606 +3 +0.2%
NL
802
NWAM LLC
Washington
$244K +$9.29K +46 +4%
PA
803
Procyon Advisors
Connecticut
$243K -$28.7K -142 -10%
CCM
804
CTC Capital Management
Illinois
$243K +$263K +1,300 New
HFG
805
Heron Financial Group
New York
$242K – – –
SPWM
806
Schrum Private Wealth Management
Florida
$242K – – –
CFG
807
Cooper Financial Group
California
$241K +$260K +1,289 New
RSWM
808
Robertson Stephens Wealth Management
California
$240K +$260K +1,285 New
QCG
809
Quadrant Capital Group
Ohio
$239K +$18.2K +90 +8%
WEG
810
World Equity Group
Illinois
$237K -$15K -74 -6%
AFM
811
Andesa Financial Management
Pennsylvania
$236K -$30.7K -152 -11%
SIC
812
Sigma Investment Counselors
Michigan
$235K -$17K -84 -6%
CA
813
Crewe Advisors
Utah
$235K +$10.5K +52 +4%
VCM
814
Virtue Capital Management
Tennessee
$234K +$253K +1,254 New
FFA
815
First Foundation Advisors
California
$231K -$4.45K -22 -2%
AP
816
Americana Partners
Texas
$226K +$6.87K +34 +3%
LNC
817
Lincoln National Corp
Pennsylvania
$224K +$2.63K +13 +1%
HPWM
818
Highland Private Wealth Management
Washington
$224K +$242K +1,200 New
PWM
819
Perigon Wealth Management
California
$223K -$22.8K -113 -9%
FPCG
820
Fort Pitt Capital Group
Pennsylvania
$221K -$8.08K -40 -3%
NP
821
NorthRock Partners
Minnesota
$221K +$239K +1,182 New
FWM
822
FFT Wealth Management
Pennsylvania
$218K +$236K +1,166 New
LP
823
LGL Partners
Pennsylvania
$218K +$236K +1,166 New
OC
824
Oakworth Capital
Alabama
$217K – – –
DI
825
DFPG Investments
Utah
$217K +$218K +1,079 New
31 32
33
34 35