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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
926
Flagship Harbor Advisors
Massachusetts
$324K -$86.7K -305 -20%
SFS
927
Sowell Financial Services
Arkansas
$324K +$352K +1,236 New
AWM
928
Ariadne Wealth Management
California
$323K +$319K +1,123 New
CFG
929
Citizens Financial Group
Rhode Island
$322K -$5.12K -18 -1%
KHCM
930
Kirtland Hills Capital Management
Ohio
$322K +$353K +1,242 New
JF
931
Jump Financial
Illinois
$319K -$351K -1,233 -50%
AWA
932
Aaron Wealth Advisors
Illinois
$318K +$7.68K +27 +2%
IIM
933
Intact Investment Management
Quebec, Canada
$314K +$341K +1,200 New
PCS
934
Personal CFO Solutions
New Jersey
$309K +$1.14K +4 +0.3%
PWPS
935
Pinnacle Wealth Planning Services
Ohio
$308K +$22.2K +78 +7%
MPM
936
MBB Public Markets
Illinois
$308K +$335K +1,178 New
PPWP
937
Premier Path Wealth Partners
New Jersey
$307K +$15.9K +56 +5%
USCWA
938
U.S. Capital Wealth Advisors
Texas
$302K -$1.42K -5 -0.4%
FFA
939
Farther Finance Advisors
California
$301K -$13.1K -46 -4%
CW
940
CreativeOne Wealth
Kansas
$300K -$9.67K -34 -3%
MGIA
941
Matthew Goff Investment Advisor
Texas
$299K – – –
SMA
942
Sage Mountain Advisors
Georgia
$298K +$29.9K +105 +10%
FWA
943
FSM Wealth Advisors
Ohio
$297K +$323K +1,136 New
AIP
944
Arrowpoint Investment Partners
Singapore
$296K -$175K -617 -35%
BCWM
945
Bartlett & Co Wealth Management
Ohio
$296K +$56.3K +198 +21%
CFB
946
Cullen/Frost Bankers
Texas
$294K +$11.9K +42 +4%
C
947
Certuity
Florida
$293K +$5.12K +18 +2%
HCMG
948
Howard Capital Management Group
California
$292K – – –
PCH
949
PGIM Custom Harvest
New Jersey
$291K +$316K +1,111 New
TPI
950
Trust Point Inc
Wisconsin
$289K -$236K -831 -43%
36 37
38
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