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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
801
New World Advisors
Massachusetts
$361K +$8.21K +38 +3%
PI
802
PFG Investments
New York
$360K +$319K +1,479 New
1WA
803
180 Wealth Advisors
Washington
$356K +$328K +1,520 New
WBG
804
Wharton Business Group
Pennsylvania
$352K – – –
HH
805
Hilltop Holdings
Texas
$351K -$3.67K -17 -1%
CWM
806
Connecticut Wealth Management
Connecticut
$350K +$17.7K +82 +6%
VFA
807
Valeo Financial Advisors
Indiana
$347K +$73.4K +340 +31%
SP
808
Symmetry Partners
Connecticut
$346K -$54.4K -252 -15%
SCM
809
SOL Capital Management
Maryland
$346K – – –
PFPT
810
Pinnacle Financial Partners (Tennessee)
Tennessee
$345K +$306K +1,415 New
FWCM
811
Ferguson Wellman Capital Management
Oregon
$343K -$3.02K -14 -1%
BC
812
Broadwater Capital
Massachusetts
$341K +$302K +1,400 New
BAWC
813
Boyce & Associates Wealth Consulting
Texas
$336K – – –
GT
814
Glenview Trust
Kentucky
$333K +$73.6K +341 +33%
NCM
815
Narwhal Capital Management
Georgia
$332K -$692K -3,204 -70%
ETIA
816
Epic Trust Investment Advisors
Washington
$331K +$10.6K +49 +4%
HTC
817
Haverford Trust Company
Pennsylvania
$328K -$104K -481 -26%
CTC
818
Central Trust Company
Missouri
$327K +$19.9K +92 +7%
BIG
819
Brooklyn Investment Group
New York
$325K +$288K +1,336 New
DWM
820
Dakota Wealth Management
Florida
$323K +$34.8K +161 +14%
SWP
821
Stratos Wealth Partners
Ohio
$322K -$26.8K -124 -9%
FCP
822
Fidelis Capital Partners
Florida
$321K +$29.4K +136 +11%
BFM
823
Boston Financial Management
Massachusetts
$321K – – –
CFB
824
Cullen/Frost Bankers
Texas
$320K -$140K -649 -33%
KP
825
Keel Point
Alabama
$318K +$19.9K +92 +8%
31 32
33
34 35