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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
DS
801
DRW Securities
Illinois
$300K +$294K +1,468 New
MG
802
Mather Group
Illinois
$300K +$70.6K +353 +32%
IAIM
803
International Assets Investment Management
Florida
$300K +$408K +2,039 +32%
IPAM
804
ICICI Prudential Asset Management
India
$298K +$15K +75 +5%
NWA
805
New World Advisors
Massachusetts
$297K -$89.4K -447 -24%
CFG
806
Cooper Financial Group
California
$296K +$9.8K +49 +4%
WBG
807
Wharton Business Group
Pennsylvania
$296K – – –
EI
808
Ellevest Inc
New York
$293K +$6.8K +34 +2%
FIA
809
Foundations Investment Advisors
Arizona
$293K -$3.4K -17 -1%
SIM
810
Sentry Investment Management
Wisconsin
$292K – – –
CWA
811
Clarity Wealth Advisors
California
$292K +$285K +1,425 New
SCM
812
SOL Capital Management
Maryland
$291K – – –
WA
813
Wambolt & Associates
Colorado
$290K -$30.2K -151 -10%
GC
814
GFG Capital
Florida
$285K -$271K -1,355 -49%
BAWC
815
Boyce & Associates Wealth Consulting
Texas
$284K – – –
SM
816
STF Management
Texas
$284K -$220K -1,101 -44%
MW
817
Marcum Wealth
Ohio
$281K -$44.6K -223 -14%
CIA
818
Cape Investment Advisory
Georgia
$281K +$2.8K +14 +1%
B
819
Barings
North Carolina
$276K – – –
CWP
820
Curated Wealth Partners
California
$276K +$38.6K +193 +17%
OCBCO
821
Oversea-Chinese Banking Corp (OCBC)
Singapore
$273K +$267K +1,333 New
CPW
822
Crestmont Private Wealth
Texas
$272K +$266K +1,330 New
MCM
823
Manchester Capital Management
Vermont
$272K -$239K -1,194 -47%
ETIA
824
Epic Trust Investment Advisors
Washington
$268K -$49.6K -248 -16%
HFM
825
Harvest Fund Management
China
$268K +$97.4K +487 +59%
31 32
33
34 35