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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
876
Badgley Phelps Wealth Managers
Washington
$215K +$212K +1,032 New
3IP
877
3Chopt Investment Partners
Virginia
$214K +$181K +881 +608%
EWA
878
EP Wealth Advisors
California
$213K -$41K -199 -16%
NIMI
879
Natixis Investment Managers International
France
$213K -$104K -505 -33%
OWM
880
OneAscent Wealth Management
Alabama
$212K -$30.5K -148 -13%
IAS
881
Insigneo Advisory Services
Florida
$212K +$210K +1,018 New
AC
882
AlphaCore Capital
California
$211K +$209K +1,015 New
MMPW
883
Mitchell McLeod Pugh & Williams
Alabama
$211K +$209K +1,015 New
FCP
884
Fidelis Capital Partners
Florida
$211K +$222K +1,080 New
HT
885
HighTower Trust
Texas
$210K +$223K +1,081 New
SP
886
Saranac Partners
$209K +$207K +1,005 New
CMI
887
Clare Market Investments
Texas
$209K +$206K +1,002 New
BHC
888
Bowen Hanes & Co
Florida
$208K +$206K +1,000 New
TWM
889
TriaGen Wealth Management
California
$208K +$206K +1,000 New
QIM
890
Quantitative Investment Management
Virginia
$206K +$204K +991 New
SFG
891
Synergy Financial Group
California
$206K -$52.3K -254 -20%
HW
892
Hancock Whitney
Mississippi
$205K +$203K +984 New
NAMP
893
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$204K -$398K -1,932 -66%
JLBC
894
J.L. Bainbridge & Co
Florida
$204K +$202K +980 New
BC
895
Brookfield Corp
Ontario, Canada
$204K +$201K +978 New
CAM
896
Cozad Asset Management
Illinois
$202K +$200K +970 New
PWMAG
897
Pinnacle Wealth Management Advisory Group
New Jersey
$202K +$200K +970 New
MA
898
Montag & Associates
Georgia
$201K – – –
HWA
899
Heritage Wealth Advisors
Virginia
$200K -$15.6K -76 -7%
BTI
900
Blue Trust Inc
Georgia
$199K +$824 +4 +0.4%
34 35
36
37 38