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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
RT
901
Rockland Trust
Massachusetts
$207K -$6.41K -22 -3%
FBFS
902
First Business Financial Services
Wisconsin
$207K +$214K +735 New
TC
903
Titleist Capital
Texas
$207K +$214K +735 New
PFA
904
Pathway Financial Advisors
Vermont
$206K +$241K +826 New
LSA
905
Lion Street Advisors
Texas
$205K – – –
BMCM
906
Burns Matteson Capital Management
New York
$204K -$583 -2 -0.3%
EWM
907
EPG Wealth Management
Georgia
$204K – – –
WH
908
Willner & Heller
California
$204K +$209K +717 New
EI
909
Ellevest Inc
New York
$203K -$63.5K -218 -23%
MA
910
MUFG Americas
New York
$203K +$140K +481 +199%
CA
911
CoreCap Advisors
Michigan
$203K +$210K +722 New
PF
912
Phoenix Financial
Israel
$202K -$1.4M -4,805 -87%
PA
913
Procyon Advisors
Connecticut
$202K +$210K +719 New
CTC
914
Central Trust Company
Missouri
$200K +$12.5K +43 +6%
VC
915
Vestor Capital
Illinois
$184K -$22.7K -78 -11%
ZB
916
Zions Bancorporation
Utah
$164K -$31.8K -109 -16%
CCM
917
Covington Capital Management
California
$161K -$13.4K -46 -7%
HPC
918
HM Payson & Co
Maine
$159K – – –
MCM
919
Manchester Capital Management
Vermont
$158K – – –
CIM
920
Contravisory Investment Management
Massachusetts
$156K – – –
FWM
921
Focused Wealth Management
New York
$156K – – –
AA
922
Ancora Advisors
Ohio
$152K +$157K +540 New
IPAM
923
ICICI Prudential Asset Management
India
$152K +$158K +542 New
FM
924
Freemont Management
Switzerland
$149K +$154K +529 New
CWS
925
Confluence Wealth Services
Pennsylvania
$144K +$150K +513 New
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38 39