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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
MPPW
826
Mitchell & Pahl Private Wealth
Oklahoma
$254K – – –
PGFC
827
Peapack-Gladstone Financial Corp
New Jersey
$254K -$26K -114 -8%
WTC
828
WhitTier Trust Company
Nevada
$254K -$22.4K -98 -8%
GT
829
Glenview Trust
Kentucky
$253K +$914 +4 +0.3%
CRC
830
Curi RMB Capital
Illinois
$250K -$232K -1,015 -44%
GDP
831
Great Diamond Partners
Maine
$249K +$1.14K +5 +0.4%
SW
832
Simplicity Wealth
New Jersey
$246K -$186K -816 -39%
CA
833
Clearstead Advisors
Ohio
$246K +$165K +721 +133%
ASA
834
Axxion S.A.
Luxembourg
$243K +$285K +1,250 New
GCP
835
GSA Capital Partners
United Kingdom
$243K +$286K +1,251 New
OC
836
Oarsman Capital
Wisconsin
$243K -$117K -514 -29%
VCM
837
Versant Capital Management
Arizona
$241K -$252K -1,102 -47%
JTWM
838
Jackson Thornton Wealth Management
Alabama
$240K +$282K +1,236 New
MGIA
839
Moneta Group Investment Advisors
Missouri
$240K -$2.51K -11 -0.9%
PCM
840
Penserra Capital Management
California
$240K +$6.62K +29 +2%
LAM
841
L2 Asset Management
Massachusetts
$240K -$3.88K -17 -1%
OWA
842
Outlook Wealth Advisors
Texas
$240K +$4.11K +18 +1%
BHC
843
Bowen Hanes & Co
Florida
$239K – – –
GWM
844
GK Wealth Management
Nevada
$239K +$281K +1,229 New
KFA
845
Krane Funds Advisors
New York
$238K -$1.1M -4,801 -80%
GLA
846
Great Lakes Advisors
Illinois
$238K -$26.9K -118 -9%
AOWM
847
Alpha Omega Wealth Management
Virginia
$237K +$2.06K +9 +0.7%
WFPG
848
Waller Financial Planning Group
Ohio
$234K +$275K +1,205 New
FCM
849
Fourpath Capital Management
Oklahoma
$234K -$24.2K -106 -8%
ILI
850
Invesco LLC (Illinois)
Illinois
$234K – – –
32 33
34
35 36