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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
801
SCS Capital Management
Massachusetts
$518K +$563K +1,980 New
PVI
802
Pine Valley Investments
New Jersey
$514K +$40.4K +142 +8%
SAM
803
Silvercrest Asset Management
New York
$509K +$112K +394 +25%
PGFC
804
Peapack-Gladstone Financial Corp
New Jersey
$507K -$284 -1 -0.1%
MS
805
Maven Securities
Jersey
$503K -$1.31M -4,617 -71%
WBC
806
Westpac Banking Corp
Australia
$502K -$147K -518 -21%
ICP
807
Impact Capital Partners
Colorado
$501K -$23.6K -83 -4%
EFG
808
Everhart Financial Group
Ohio
$501K +$59.7K +210 +12%
ET
809
Equitable Trust
Tennessee
$499K -$508K -1,785 -48%
CGL
810
Clarius Group LLC
Washington
$498K -$5.69K -20 -1%
PFPT
811
Pinnacle Financial Partners (Tennessee)
Tennessee
$496K -$3.7K -13 -0.7%
MOS
812
MGO One Seven
Ohio
$496K +$36.4K +128 +7%
CWA
813
Crux Wealth Advisors
California
$496K +$113K +399 +27%
HAM
814
Hickory Asset Management
Ohio
$495K -$41.2K -145 -7%
VCM
815
Virtue Capital Management
Tennessee
$490K +$126K +443 +31%
DFC
816
DB Fitzpatrick & Co
Idaho
$487K -$64K -225 -11%
PWP
817
Pursue Wealth Partners
California
$487K -$261K -919 -33%
HVCM
818
Hel Ved Capital Management
Hong Kong
$484K +$526K +1,850 New
CFO
819
Callan Family Office
Pennsylvania
$482K -$363K -1,277 -41%
CPW
820
Crestmont Private Wealth
Texas
$481K +$93K +327 +22%
IFWM
821
Institute for Wealth Management
Colorado
$479K +$299K +1,052 +135%
WAG
822
Wallace Advisory Group
California
$477K -$47.2K -166 -9%
PTC
823
Petrus Trust Company
Texas
$477K +$113K +398 +28%
WWM
824
Western Wealth Management
Colorado
$476K +$291K +1,023 +129%
WAP
825
Wealthcare Advisory Partners
Pennsylvania
$472K +$292K +1,026 +132%
31 32
33
34 35