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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
976
Camelot Portfolios
Ohio
$86.9K +$78.8K +351 New
DCM
977
Disciplina Capital Management
Tennessee
$84.4K – – –
JFGIW
978
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$84.1K +$68.1K +303 +819%
CFO
979
CVA Family Office
Colorado
$79.4K -$899 -4 -1%
TSMHT
980
Thurston Springer Miller Herd & Titak
Indiana
$78.9K -$45.2K -201 -39%
RIL
981
Rothschild Investment LLC
Illinois
$78.4K -$16.4K -73 -19%
PCMC
982
Planning Capital Management Corporation
Pennsylvania
$77.7K -$37.1K -165 -34%
PSB
983
Piscataqua Savings Bank
New Hampshire
$74.2K – – –
LFASL
984
Lugano Financial Advisors SA (LFA)
Switzerland
$70K -$31.9K -142 -33%
LFA
985
LGT Financial Advisors
Texas
$62.1K -$87.8K -391 -61%
CJ
986
Caitlin John
Michigan
$58.2K +$2.02K +9 +4%
MS
987
Mizuho Securities
Japan
$56.9K -$24.7K -110 -32%
MMG
988
Monetary Management Group
Missouri
$55.7K – – –
FA
989
Financial Avengers
California
$54.4K – – –
GGI
990
Godsey & Gibb Inc
Virginia
$50.7K – – –
CCA
991
Catalyst Capital Advisors
New York
$50.7K +$674 +3 +1%
ZB
992
Zions Bancorporation
Utah
$50K +$225 +1 +0.5%
FMTCOCP
993
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$49K +$44.9K +200 New
SWS
994
SYSTM Wealth Solutions
Illinois
$49K -$37.5K -167 -46%
MCM
995
MV Capital Management
Maryland
$48K +$674 +3 +2%
TFF
996
The Family Firm
Maryland
$47K +$42.7K +190 New
BCM
997
Blume Capital Management
California
$45.8K – – –
CT
998
Clearstead Trust
Maine
$44.5K +$40.4K +180 New
HIIFS
999
Harel Insurance Investments & Financial Services
Israel
$44K -$435K -1,937 -92%
AT
1000
Avalon Trust
New Mexico
$43.6K -$22.2K -99 -36%
38 39
40
41 42