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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
926
Essex Financial Services
Connecticut
$220K +$195K +902 New
AMCA
927
Arthur M. Cohen & Associates
Illinois
$219K +$194K +900 New
AOWM
928
Alpha Omega Wealth Management
Virginia
$218K +$193K +895 New
PWA
929
Phoenix Wealth Advisors
North Carolina
$215K +$198K +919 New
OP
930
ORG Partners
Indiana
$215K -$36.5K -169 -16%
BWP
931
BSW Wealth Partners
Colorado
$214K +$190K +878 New
DFCM
932
Dark Forest Capital Management
Puerto Rico
$213K -$713K -3,302 -79%
PWA
933
Physician Wealth Advisors
Utah
$212K +$183K +847 New
CGA
934
Crescent Grove Advisors
Illinois
$212K +$188K +872 New
OC
935
Oarsman Capital
Wisconsin
$211K +$187K +868 New
SW
936
Simplicity Wealth
New Jersey
$211K +$187K +867 New
PP
937
PDS Planning
Ohio
$210K +$187K +864 New
TIMH
938
Tilt Investment Management Holdings
New York
$210K -$60K -278 -24%
A
939
AJOVista
Massachusetts
$208K +$185K +856 New
CL
940
Choreo LLC
Illinois
$208K +$184K +853 New
BLC
941
Brown, Lisle/Cummings
Rhode Island
$207K – – –
MAM
942
Magellan Asset Management
Australia
$206K – – –
ESB
943
Essex Savings Bank
Connecticut
$204K +$181K +838 New
CIA
944
Concurrent Investment Advisors
Florida
$204K +$181K +837 New
SF
945
Summit Financial
New Jersey
$204K +$181K +837 New
WKSWA
946
White Knight Strategic Wealth Advisors
New Jersey
$203K +$180K +833 New
IFWM
947
Institute for Wealth Management
Colorado
$202K +$179K +831 New
PFA
948
Pathway Financial Advisors
Vermont
$201K +$178K +826 New
MPI
949
Mairs & Power Inc
Minnesota
$201K +$178K +825 New
NFA
950
Northwest Financial Advisors
Virginia
$195K +$173K +800 New
36 37
38
39 40