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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
851
NinePointTwo Capital
California
$245K +$242K +1,177 New
IAN
852
Integrated Advisors Network
Texas
$245K -$126K -613 -34%
OWA
853
Opal Wealth Advisors
New York
$243K +$6.38K +31 +3%
OIA
854
OneDigital Investment Advisors
Kansas
$243K +$240K +1,166 New
CWP
855
Curated Wealth Partners
California
$240K +$238K +1,154 New
MGIA
856
Matthew Goff Investment Advisor
Texas
$238K – – –
CG
857
Corundum Group
Colorado
$237K +$235K +1,139 New
ECU
858
Eisler Capital (US)
New York
$237K +$234K +1,138 New
ZIG
859
Zullo Investment Group
Pennsylvania
$236K +$1.03K +5 +0.4%
PA
860
Pinnacle Associates
New York
$236K +$8.03K +39 +4%
NRC
861
New Republic Capital
North Carolina
$236K +$7.41K +36 +3%
HCMG
862
Howard Capital Management Group
California
$232K – – –
MG
863
Mather Group
Illinois
$232K -$27.2K -132 -11%
NHC
864
Nicholas Hoffman & Company
Georgia
$231K -$2.88K -14 -1%
DWM
865
Drive Wealth Management
Utah
$229K -$12.4K -60 -5%
EPP
866
ETF Portfolio Partners
Kansas
$227K – – –
TIMH
867
Tilt Investment Management Holdings
New York
$226K +$235K +1,139 New
FAIM
868
Financial Advocates Investment Management
Washington
$226K +$224K +1,086 New
FIB
869
First Interstate Bank
Montana
$226K – – –
FPCG
870
Fort Pitt Capital Group
Pennsylvania
$226K +$223K +1,084 New
CWM
871
Connecticut Wealth Management
Connecticut
$225K -$30.9K -150 -12%
AWE
872
Avidian Wealth Enterprises
Texas
$221K -$86.5K -420 -28%
CRC
873
Curi RMB Capital
Illinois
$221K +$218K +1,061 New
EWM
874
Evercore Wealth Management
New York
$221K +$218K +1,060 New
AAS
875
Avantax Advisory Services
Texas
$219K +$217K +1,052 New
33 34
35
36 37