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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAGAS
826
Capital Advisory Group Advisory Services
Minnesota
$232K +$200K +760 New
WAS
827
Wealth Advisory Solutions
Indiana
$231K +$200K +759 New
GRP
828
Global Retirement Partners
California
$230K -$13.4K -51 -6%
PGIM
829
Pacific Global Investment Management
California
$228K +$197K +746 New
PFA
830
Pathway Financial Advisors
Vermont
$228K +$218K +826 New
AAM
831
Aureus Asset Management
Massachusetts
$221K +$191K +723 New
BFM
832
Boston Financial Management
Massachusetts
$221K +$191K +724 New
CFG
833
CKW Financial Group
Hawaii
$220K +$190K +720 New
RT
834
Rockland Trust
Massachusetts
$220K +$190K +720 New
GSWM
835
Golden State Wealth Management
California
$220K +$190K +721 New
EFS
836
Essex Financial Services
Connecticut
$219K +$189K +716 New
BJL
837
Brighton Jones LLC
Washington
$217K +$187K +711 New
PWM
838
Perigon Wealth Management
California
$217K +$187K +711 New
CWM
839
Connecticut Wealth Management
Connecticut
$216K +$186K +706 New
WPC
840
Waters Parkerson & Co
Louisiana
$216K +$186K +706 New
CF
841
Centaurus Financial
California
$215K +$185K +703 New
ER
842
Enlightenment Research
Florida
$214K +$184K +700 New
PTP
843
Platform Technology Partners
New York
$213K +$184K +697 New
FB
844
Fulton Bank
Pennsylvania
$211K -$156K -593 -46%
BL
845
Balentine LLC
Georgia
$211K +$182K +691 New
BRWM
846
B. Riley Wealth Management
Tennessee
$210K +$181K +687 New
EWM
847
EPG Wealth Management
Georgia
$210K +$181K +688 New
PJB
848
Paul John Balson
California
$208K +$179K +680 New
CFA
849
Carroll Financial Associates
North Carolina
$207K +$140K +533 +363%
LCC
850
Lincoln Capital Corp
Rhode Island
$206K +$178K +676 New
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