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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
AMCA
926
Arthur M. Cohen & Associates
Illinois
$219K +$194K +900 New
AOWM
927
Alpha Omega Wealth Management
Virginia
$218K +$193K +895 New
PWA
928
Phoenix Wealth Advisors
North Carolina
$215K +$198K +919 New
OP
929
ORG Partners
Indiana
$215K -$36.5K -169 -16%
BWP
930
BSW Wealth Partners
Colorado
$214K +$190K +878 New
DFCM
931
Dark Forest Capital Management
Puerto Rico
$213K -$713K -3,302 -79%
PWA
932
Physician Wealth Advisors
Utah
$212K +$183K +847 New
CGA
933
Crescent Grove Advisors
Illinois
$212K +$188K +872 New
OC
934
Oarsman Capital
Wisconsin
$211K +$187K +868 New
SW
935
Simplicity Wealth
New Jersey
$211K +$187K +867 New
PP
936
PDS Planning
Ohio
$210K +$187K +864 New
TIMH
937
Tilt Investment Management Holdings
New York
$210K -$60K -278 -24%
A
938
AJOVista
Massachusetts
$208K +$185K +856 New
CL
939
Choreo LLC
Illinois
$208K +$184K +853 New
BLC
940
Brown, Lisle/Cummings
Rhode Island
$207K – – –
MAM
941
Magellan Asset Management
Australia
$206K – – –
ESB
942
Essex Savings Bank
Connecticut
$204K +$181K +838 New
CIA
943
Concurrent Investment Advisors
Florida
$204K +$181K +837 New
SF
944
Summit Financial
New Jersey
$204K +$181K +837 New
WKSWA
945
White Knight Strategic Wealth Advisors
New Jersey
$203K +$180K +833 New
IFWM
946
Institute for Wealth Management
Colorado
$202K +$179K +831 New
PFA
947
Pathway Financial Advisors
Vermont
$201K +$178K +826 New
MPI
948
Mairs & Power Inc
Minnesota
$201K +$178K +825 New
NFA
949
Northwest Financial Advisors
Virginia
$195K +$173K +800 New
FFA
950
Farther Finance Advisors
California
$192K +$77.3K +358 +83%
36 37
38
39 40