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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
826
Lincoln National Corp
Pennsylvania
$224K +$2.63K +13 +1%
HPWM
827
Highland Private Wealth Management
Washington
$224K +$242K +1,200 New
PWM
828
Perigon Wealth Management
California
$223K -$22.8K -113 -9%
FPCG
829
Fort Pitt Capital Group
Pennsylvania
$221K -$8.08K -40 -3%
NP
830
NorthRock Partners
Minnesota
$221K +$239K +1,182 New
FWM
831
FFT Wealth Management
Pennsylvania
$218K +$236K +1,166 New
LP
832
LGL Partners
Pennsylvania
$218K +$236K +1,166 New
OC
833
Oakworth Capital
Alabama
$217K – – –
DI
834
DFPG Investments
Utah
$217K +$218K +1,079 New
JIC
835
Johnson Investment Counsel
Ohio
$216K -$2.42K -12 -1%
FIB
836
First Interstate Bank
Montana
$216K +$234K +1,159 New
MGIA
837
Matthew Goff Investment Advisor
Texas
$214K +$231K +1,144 New
SWP
838
Stratos Wealth Partners
Ohio
$213K -$22K -109 -9%
RWM
839
Ritholtz Wealth Management
New York
$213K +$231K +1,142 New
ZIG
840
Zullo Investment Group
Pennsylvania
$211K -$20K -99 -8%
CW
841
CreativeOne Wealth
Kansas
$211K +$228K +1,128 New
SLG
842
Stanley-Laman Group
Pennsylvania
$209K +$226K +1,119 New
HCMG
843
Howard Capital Management Group
California
$208K +$225K +1,114 New
EPP
844
ETF Portfolio Partners
Kansas
$204K +$220K +1,090 New
ECM
845
ExodusPoint Capital Management
New York
$203K -$4.56M -22,547 -95%
CCA
846
Childress Capital Advisors
Texas
$203K +$217K +1,072 New
NHC
847
Nicholas Hoffman & Company
Georgia
$203K +$219K +1,085 New
GCP
848
GSA Capital Partners
United Kingdom
$202K -$88.9K -440 -29%
CWM
849
Connecticut Wealth Management
Connecticut
$202K +$218K +1,080 New
MFG
850
Merit Financial Group
Georgia
$201K -$23.4K -116 -10%
32 33
34
35 36