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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
926
Caldwell Trust
Florida
$94.5K +$37.6K +188 +69%
QC
927
Quent Capital
New York
$93.3K +$1.6K +8 +2%
SFG
928
Steward Financial Group
Texas
$93K -$1.2K -6 -1%
FMII
929
Farmers & Merchants Investments Inc
Nebraska
$92.3K +$800 +4 +0.9%
IFAM
930
Institutional & Family Asset Management
Colorado
$90K +$4.8K +24 +6%
LFASL
931
Lugano Financial Advisors SA (LFA)
Switzerland
$87K +$85K +425 New
EWA
932
EverSource Wealth Advisors
Alabama
$86.5K +$23K +115 +37%
PO
933
Private Ocean
California
$85.1K – – –
FFA
934
Farther Finance Advisors
California
$82.7K +$1.6K +8 +2%
POIA
935
Pin Oak Investment Advisors
Texas
$82K -$15.8K -79 -16%
FPB
936
First PREMIER Bank
South Dakota
$82K – – –
PTC
937
Private Trust Company
Ohio
$73.7K +$25K +125 +53%
DCM
938
Disciplina Capital Management
Tennessee
$69.8K +$41K +205 +151%
C
939
Covestor
United Kingdom
$65K +$29K +145 +84%
PSB
940
Piscataqua Savings Bank
New Hampshire
$61.4K – – –
GWS
941
Glassman Wealth Services
Virginia
$60K -$1.2K -6 -2%
CA
942
Crewe Advisors
Utah
$53.2K -$63.8K -319 -55%
BWM
943
BerganKDV Wealth Management
Minnesota
$52.4K -$3.6K -18 -7%
CUAMC
944
China Universal Asset Management Company
China
$49.5K -$754K -3,773 -94%
ZB
945
Zions Bancorporation
Utah
$46.9K -$6.2K -31 -12%
MMG
946
Monetary Management Group
Missouri
$46K – – –
SCA
947
Stonebridge Capital Advisors
Minnesota
$45.2K +$10.4K +52 +31%
AT
948
Avalon Trust
New Mexico
$42.4K – – –
GIA
949
GHP Investment Advisors
Colorado
$42K – – –
GGI
950
Godsey & Gibb Inc
Virginia
$41.9K – – –
36 37
38
39 40