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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
SNB
951
Security National Bank
Nebraska
$87.5K – – –
DWS
952
Dynamic Wealth Strategies
California
$87.1K -$2.06K -9 -2%
TWIM
953
TIAA Wealth Investment Management
New York
$82.1K -$7.54K -33 -7%
BWL
954
Bogart Wealth LLC
Virginia
$81.9K -$6.14M -26,900 -98%
PTC
955
Private Trust Company
Ohio
$78.5K -$6.17K -27 -6%
MP
956
McDonald Partners
Ohio
$75.6K +$88.8K +389 New
TFA
957
Transamerica Financial Advisors
Florida
$75.4K -$30.1K -132 -25%
WA
958
Westfuller Advisors
New York
$74.7K -$4.11K -18 -4%
LFASL
959
Lugano Financial Advisors SA (LFA)
Switzerland
$74.5K – – –
SGK
960
Steigerwald Gordon & Koch
Virginia
$73.5K – – –
RS
961
Rakuten Securities
Japan
$72.7K +$8.22K +36 +11%
WTA
962
Washington Trust Advisors
Massachusetts
$70.8K +$2.28K +10 +3%
IFWM
963
Institute for Wealth Management
Colorado
$70K -$972K -4,258 -92%
BC
964
Broadwater Capital
Massachusetts
$68K -$27.4K -120 -26%
DF
965
Dunhill Financial
United Kingdom
$65.1K -$3.65K -16 -5%
DMIC
966
Dixon Mitchell Investment Counsel
British Columbia, Canada
$64.7K -$37.7K -165 -33%
C
967
Covestor
United Kingdom
$64K +$50K +219 +196%
TSMHT
968
Thurston Springer Miller Herd & Titak
Indiana
$63.2K – – –
AP
969
Antipodes Partners
Australia
$59.7K -$3M -13,151 -98%
MMCM
970
Murphy & Mullick Capital Management
New York
$58.5K -$36.5K -160 -35%
GTAM
971
Global Trust Asset Management
Florida
$57.2K -$11.6K -51 -15%
CSC
972
Caldwell Sutter Capital
California
$57K +$64.2K +281 +2,342%
CFO
973
CVA Family Office
Colorado
$55.8K -$69.2K -303 -51%
CB
974
Community Bank
New York
$55.6K – – –
MIM
975
MTM Investment Management
South Carolina
$55.4K – – –
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