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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
876
Whittier Trust
California
$136K – – –
FMII
877
Farmers & Merchants Investments Inc
Nebraska
$131K – – –
SBL
878
Sargent Bickham Lagudis
Colorado
$129K – – –
AWA
879
Arkadios Wealth Advisors
Georgia
$127K +$92K +349 +506%
IFAM
880
Institutional & Family Asset Management
Colorado
$124K – – –
FPB
881
First PREMIER Bank
South Dakota
$122K – – –
CT
882
Caldwell Trust
Florida
$117K – – –
BWM
883
BerganKDV Wealth Management
Minnesota
$111K +$11.1K +42 +13%
PFBT
884
Parkside Financial Bank & Trust
Missouri
$108K +$41.1K +156 +79%
CFD
885
Creative Financial Designs
Indiana
$99K – – –
BC
886
Barnett & Company
Tennessee
$98K – – –
WT
887
Washington Trust
Rhode Island
$97K -$19.8K -75 -19%
CI
888
CX Institutional
Indiana
$90K +$31.1K +118 +66%
SMFG
889
Sumitomo Mitsui Financial Group
Japan
$86K +$52.2K +198 +220%
ED
890
Exane Derivatives
France
$85.5K +$68.5K +260 +1,300%
FRA
891
Front Row Advisors
California
$83K – – –
SFSIG
892
San Francisco Sentry Investment Group
California
$80K -$7.38K -28 -10%
RWA
893
Ropes Wealth Advisors
Massachusetts
$77K -$10.8K -41 -14%
TWA
894
TCI Wealth Advisors
Arizona
$75K – – –
TFO
895
Tarbox Family Office
California
$74K -$3.69K -14 -5%
GWS
896
Glassman Wealth Services
Virginia
$72K +$6.06K +23 +11%
SIM
897
Sonora Investment Management
Arizona
$70K -$6.59K -25 -10%
CCA
898
Childress Capital Advisors
Texas
$70K +$60.3K +229 New
D
899
Diversified
Delaware
$69K +$79.1K +300 New
SPWG
900
Sage Private Wealth Group
Illinois
$67K +$58K +220 New
34 35
36
37 38