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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
826
Great Diamond Partners
Maine
$249K +$1.14K +5 +0.4%
SW
827
Simplicity Wealth
New Jersey
$246K -$186K -816 -39%
CA
828
Clearstead Advisors
Ohio
$246K +$165K +721 +133%
ASA
829
Axxion S.A.
Luxembourg
$243K +$285K +1,250 New
GCP
830
GSA Capital Partners
United Kingdom
$243K +$286K +1,251 New
OC
831
Oarsman Capital
Wisconsin
$243K -$117K -514 -29%
VCM
832
Versant Capital Management
Arizona
$241K -$252K -1,102 -47%
JTWM
833
Jackson Thornton Wealth Management
Alabama
$240K +$282K +1,236 New
MGIA
834
Moneta Group Investment Advisors
Missouri
$240K -$2.51K -11 -0.9%
PCM
835
Penserra Capital Management
California
$240K +$6.62K +29 +2%
LAM
836
L2 Asset Management
Massachusetts
$240K -$3.88K -17 -1%
OWA
837
Outlook Wealth Advisors
Texas
$240K +$4.11K +18 +1%
BHC
838
Bowen Hanes & Co
Florida
$239K – – –
GWM
839
GK Wealth Management
Nevada
$239K +$281K +1,229 New
KFA
840
Krane Funds Advisors
New York
$238K -$1.1M -4,801 -80%
GLA
841
Great Lakes Advisors
Illinois
$238K -$26.9K -118 -9%
AOWM
842
Alpha Omega Wealth Management
Virginia
$237K +$2.06K +9 +0.7%
WFPG
843
Waller Financial Planning Group
Ohio
$234K +$275K +1,205 New
FCM
844
Fourpath Capital Management
Oklahoma
$234K -$24.2K -106 -8%
ILI
845
Invesco LLC (Illinois)
Illinois
$234K – – –
OC
846
Oakworth Capital
Alabama
$234K – – –
PCH
847
PGIM Custom Harvest
New Jersey
$234K +$30.1K +132 +12%
DWM
848
Diversify Wealth Management
Utah
$233K -$948K -4,151 -80%
DAS
849
Diversify Advisory Services
Utah
$233K +$235K +1,030 New
EFMH
850
E Fund Management (HK)
Hong Kong
$233K +$91.6K +401 +50%
32 33
34
35 36