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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
826
New World Advisors
Massachusetts
$382K -$4.05K -16 -1%
CWM
827
Connecticut Wealth Management
Connecticut
$380K +$5.31K +21 +1%
EAM
828
Empirical Asset Management
Massachusetts
$378K +$367K +1,452 New
RCA
829
Resonant Capital Advisors
Wisconsin
$378K +$367K +1,450 New
WBG
830
Wharton Business Group
Pennsylvania
$376K – – –
AC
831
ASB Consultores
Florida
$375K +$364K +1,439 New
IRC
832
Investors Research Corp
Georgia
$375K -$306K -1,210 -46%
MM
833
MQS Management
New York
$372K +$362K +1,430 New
PFPT
834
Pinnacle Financial Partners (Tennessee)
Tennessee
$371K +$2.28K +9 +0.6%
BFM
835
Boston Financial Management
Massachusetts
$370K +$26.1K +103 +8%
SCM
836
SOL Capital Management
Maryland
$370K – – –
AAS
837
Avantax Advisory Services
Texas
$369K +$30.9K +122 +9%
SP
838
Symmetry Partners
Connecticut
$368K – – –
WA
839
Wealth Alliance
New York
$365K -$20.5K -81 -5%
BC
840
Broadwater Capital
Massachusetts
$365K – – –
SRL
841
Scientech Research LLC
New Jersey
$364K +$354K +1,399 New
BCM
842
Brookstone Capital Management
Illinois
$362K +$30.6K +121 +10%
SAM
843
Smartleaf Asset Management
Massachusetts
$362K +$160K +634 +84%
BAWC
844
Boyce & Associates Wealth Consulting
Texas
$359K – – –
BWP
845
BSW Wealth Partners
Colorado
$357K +$124K +491 +56%
DWM
846
Dakota Wealth Management
Florida
$354K +$8.86K +35 +3%
ETIA
847
Epic Trust Investment Advisors
Washington
$354K – – –
BFM
848
Boothbay Fund Management
New York
$354K +$344K +1,359 New
FWM
849
FFT Wealth Management
Pennsylvania
$349K +$38K +150 +13%
BIA
850
Bigelow Investment Advisors
Maine
$349K +$92.6K +366 +38%
32 33
34
35 36