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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
901
Premier Path Wealth Partners
New Jersey
$330K +$19.8K +67 +6%
HCMG
902
Howard Capital Management Group
California
$329K – – –
OR
903
Olympiad Research
Connecticut
$328K +$328K +1,110 New
C
904
Certuity
Florida
$325K +$30.1K +102 +10%
PWPS
905
Pinnacle Wealth Planning Services
Ohio
$325K -$95.1K -322 -23%
TCOTS
906
Trust Company of the South
North Carolina
$323K +$323K +1,092 New
EPP
907
ETF Portfolio Partners
Kansas
$322K – – –
AFM
908
Abbot Financial Management
Massachusetts
$321K – – –
CFB
909
Cullen/Frost Bankers
Texas
$320K +$11.5K +39 +4%
MF
910
Manuka Financial
Virginia
$318K +$318K +1,077 New
SW
911
Simplicity Wealth
New Jersey
$317K +$8.86K +30 +3%
QCG
912
Quadrant Capital Group
Ohio
$316K +$4.14K +14 +1%
EA
913
Everpar Advisors
Oklahoma
$312K -$10.6K -36 -3%
CPC
914
Consolidated Planning Corp
Georgia
$312K – – –
GIA
915
Gladstone Institutional Advisory
Florida
$310K -$2.07K -7 -0.7%
GFG
916
Goldstone Financial Group
Illinois
$309K – – –
JIC
917
Johnson Investment Counsel
Ohio
$308K -$6.5K -22 -2%
IAS
918
Insigneo Advisory Services
Florida
$308K +$28.4K +96 +10%
SMA
919
Sage Mountain Advisors
Georgia
$306K +$23.3K +79 +8%
ZIG
920
Zullo Investment Group
Pennsylvania
$303K -$7.09K -24 -2%
FIB
921
First Interstate Bank
Montana
$303K -$1.18K -4 -0.4%
DO
922
denkapparat Operations
Germany
$303K +$303K +1,024 New
AWM
923
Aprio Wealth Management
Georgia
$301K +$6.5K +22 +2%
EPIM
924
Evelyn Partners Investment Management
$301K +$301K +1,020 New
CPIG
925
Chicago Partners Investment Group
Illinois
$301K +$7.09K +24 +2%
35 36
37
38 39