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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
926
Ariadne Wealth Management
California
$323K +$319K +1,123 New
CFG
927
Citizens Financial Group
Rhode Island
$322K -$5.12K -18 -1%
KHCM
928
Kirtland Hills Capital Management
Ohio
$322K +$353K +1,242 New
JF
929
Jump Financial
Illinois
$319K -$351K -1,233 -50%
AWA
930
Aaron Wealth Advisors
Illinois
$318K +$7.68K +27 +2%
IIM
931
Intact Investment Management
Quebec, Canada
$314K +$341K +1,200 New
PCS
932
Personal CFO Solutions
New Jersey
$309K +$1.14K +4 +0.3%
PWPS
933
Pinnacle Wealth Planning Services
Ohio
$308K +$22.2K +78 +7%
MPM
934
MBB Public Markets
Illinois
$308K +$335K +1,178 New
PPWP
935
Premier Path Wealth Partners
New Jersey
$307K +$15.9K +56 +5%
USCWA
936
U.S. Capital Wealth Advisors
Texas
$302K -$1.42K -5 -0.4%
FFA
937
Farther Finance Advisors
California
$301K -$13.1K -46 -4%
CW
938
CreativeOne Wealth
Kansas
$300K -$9.67K -34 -3%
MGIA
939
Matthew Goff Investment Advisor
Texas
$299K – – –
SMA
940
Sage Mountain Advisors
Georgia
$298K +$29.9K +105 +10%
FWA
941
FSM Wealth Advisors
Ohio
$297K +$323K +1,136 New
AIP
942
Arrowpoint Investment Partners
Singapore
$296K -$175K -617 -35%
BCWM
943
Bartlett & Co Wealth Management
Ohio
$296K +$56.3K +198 +21%
CFB
944
Cullen/Frost Bankers
Texas
$294K +$11.9K +42 +4%
C
945
Certuity
Florida
$293K +$5.12K +18 +2%
HCMG
946
Howard Capital Management Group
California
$292K – – –
PCH
947
PGIM Custom Harvest
New Jersey
$291K +$316K +1,111 New
TPI
948
Trust Point Inc
Wisconsin
$289K -$236K -831 -43%
BFG
949
Beacon Financial Group
Texas
$287K -$21K -74 -6%
EPP
950
ETF Portfolio Partners
Kansas
$285K – – –
36 37
38
39 40