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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
851
Connectus Wealth
Ohio
$292K +$25.9M +119,933 +825%
IPW
852
Impact Partnership Wealth
Georgia
$292K -$113K -522 -30%
FWM
853
FFT Wealth Management
Pennsylvania
$290K +$8.42K +39 +3%
FCH
854
Freestone Capital Holdings
Washington
$289K +$4.32K +20 +2%
B
855
Barings
North Carolina
$289K – – –
AAS
856
Ameritas Advisory Services
Nebraska
$288K +$253K +1,170 New
JF
857
Jump Financial
Illinois
$287K +$255K +1,179 New
EWM
858
Evercore Wealth Management
New York
$286K +$24.6K +114 +11%
CPW
859
Crestmont Private Wealth
Texas
$284K +$14.7K +68 +6%
OC
860
Oakworth Capital
Alabama
$283K – – –
CI
861
CX Institutional
Indiana
$283K -$76.7K -355 -23%
AA
862
Advisory Alpha
Michigan
$282K +$250K +1,158 New
PE
863
Point72 Europe
United Kingdom
$281K +$249K +1,155 New
MGIA
864
Matthew Goff Investment Advisor
Texas
$279K – – –
KWA
865
Kingswood Wealth Advisors
California
$278K +$15.3K +71 +7%
GC
866
GFG Capital
Florida
$276K -$54K -250 -18%
BCM
867
Becker Capital Management
Oregon
$276K -$36.7K -170 -13%
CRI
868
Colonial River Investments
Virginia
$275K +$244K +1,130 New
ZIG
869
Zullo Investment Group
Pennsylvania
$275K – – –
SIM
870
Sentry Investment Management
Wisconsin
$273K -$25.9K -120 -10%
PA
871
Pinnacle Associates
New York
$272K +$3.46K +16 +1%
HCMG
872
Howard Capital Management Group
California
$271K – – –
HAG
873
HF Advisory Group
Maryland
$270K +$26.3K +122 +12%
I
874
IMPACTfolio
Colorado
$269K +$8.85K +41 +4%
USCWA
875
U.S. Capital Wealth Advisors
Texas
$267K -$648 -3 -0.3%
33 34
35
36 37