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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
926
Penserra Capital Management
California
$260K -$237K -937 -48%
BHC
927
Bowen Hanes & Co
Florida
$260K – – –
SS
928
Sunbelt Securities
Texas
$257K +$123K +487 +97%
PWMAG
929
Pinnacle Wealth Management Advisory Group
New Jersey
$256K +$8.1K +32 +3%
A
930
AlphaQuest
New York
$256K +$249K +983 New
AFG
931
Atomi Financial Group
New York
$253K +$246K +972 New
CAM
932
Cozad Asset Management
Illinois
$253K – – –
MSAM
933
Moloney Securities Asset Management
Missouri
$252K +$245K +968 New
CUAMC
934
China Universal Asset Management Company
China
$251K +$137K +540 +127%
CFG
935
Citizens Financial Group
Rhode Island
$251K +$243K +962 New
GWMR
936
GC Wealth Management RIA
Massachusetts
$250K +$243K +960 New
QCG
937
Quadrant Capital Group
Ohio
$250K -$14.4K -57 -6%
AMCA
938
Arthur M. Cohen & Associates
Illinois
$247K +$12.7K +50 +6%
FFM
939
Forum Financial Management
Illinois
$246K +$8.35K +33 +4%
OC
940
Oarsman Capital
Wisconsin
$246K +$19K +75 +9%
EFS
941
Essex Financial Services
Connecticut
$245K +$10.1K +40 +4%
BCWM
942
Bartlett & Co Wealth Management
Ohio
$245K +$759 +3 +0.3%
FPW
943
Flagship Private Wealth
Massachusetts
$240K – – –
LNC
944
Lincoln National Corp
Pennsylvania
$240K +$233K +920 New
PWA
945
Phoenix Wealth Advisors
North Carolina
$239K – – –
DF
946
Dunhill Financial
United Kingdom
$239K +$506 +2 +0.2%
FF
947
Fluent Financial
Texas
$239K -$5.82K -23 -2%
RCA
948
Ranch Capital Advisors
Florida
$237K – – –
PTC
949
Petrus Trust Company
Texas
$237K +$230K +910 New
NCM
950
Narwhal Capital Management
Georgia
$236K -$115K -455 -33%
36 37
38
39 40