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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
876
Gladstone Institutional Advisory
Florida
$291K +$503 +2 +0.2%
QCG
877
Quadrant Capital Group
Ohio
$291K -$503 -2 -0.2%
CPC
878
Consolidated Planning Corp
Georgia
$290K – – –
ZIG
879
Zullo Investment Group
Pennsylvania
$289K -$13.6K -54 -5%
PPWP
880
Premier Path Wealth Partners
New Jersey
$289K +$25.4K +101 +11%
FCH
881
Freestone Capital Holdings
Washington
$288K -$36.2K -144 -12%
GFG
882
Goldstone Financial Group
Illinois
$288K -$45.1K -179 -15%
CFB
883
Cullen/Frost Bankers
Texas
$287K -$8.05K -32 -3%
SW
884
Simplicity Wealth
New Jersey
$287K -$841K -3,340 -76%
TWM
885
TriaGen Wealth Management
California
$285K – – –
CPIG
886
Chicago Partners Investment Group
Illinois
$284K +$250K +992 New
FFA
887
Florida Financial Advisors
Florida
$284K +$32.5K +129 +14%
FIB
888
First Interstate Bank
Montana
$283K +$1.01K +4 +0.4%
IC
889
Inscription Capital
Texas
$282K +$46.3K +184 +22%
CFG
890
Citizens Financial Group
Rhode Island
$282K -$182K -725 -41%
PCM
891
Penserra Capital Management
California
$281K +$3.02K +12 +1%
BJL
892
Brighton Jones LLC
Washington
$279K -$9.31K -37 -4%
EFS
893
Essex Financial Services
Connecticut
$276K -$34K -135 -12%
BHC
894
Bowen Hanes & Co
Florida
$275K – – –
C
895
Certuity
Florida
$275K +$251K +999 New
AWM
896
Aprio Wealth Management
Georgia
$275K +$20.4K +81 +9%
CT
897
Caldwell Trust
Florida
$273K -$49.6K -197 -17%
SS
898
Sunbelt Securities
Texas
$272K – – –
PA
899
Pinnacle Associates
New York
$272K +$281K +1,116 New
AWAU
900
Alliance Wealth Advisors (Utah)
Utah
$270K +$247K +981 New
34 35
36
37 38