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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
976
Conning Inc
Connecticut
$334K -$56.6K -187 -14%
RA
977
Range Advisory
Virginia
$333K +$340K +1,124 New
GCM
978
Gallacher Capital Management
Colorado
$331K -$2.12K -7 -0.6%
SCM
979
Schnieders Capital Management
California
$330K -$277K -915 -45%
HCMG
980
Howard Capital Management Group
California
$330K – – –
LAM
981
L2 Asset Management
Massachusetts
$328K +$19.7K +65 +6%
SP
982
SmartHarvest Portfolios
Washington
$327K +$335K +1,106 New
LWCFA
983
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$327K -$43.9K -145 -11%
MA
984
Mutual Advisors
Nebraska
$327K -$5.45K -18 -2%
BIAS
985
Beacon Investment Advisory Services
New Jersey
$327K – – –
7WCP
986
71 West Capital Partners
Massachusetts
$326K +$333K +1,102 New
CCMT
987
CMT Capital Markets Trading
Germany
$326K -$185K -612 -36%
EFS
988
Essex Financial Services
Connecticut
$326K +$49.3K +163 +17%
BNA
989
BankChampaign National Association
Illinois
$326K +$333K +1,101 New
PAM
990
Paradigm Asset Management
New York
$326K -$30.3K -100 -8%
UWP
991
Uniting Wealth Partners
Kansas
$325K – – –
FIA
992
Foundations Investment Advisors
Arizona
$325K -$133K -439 -29%
ACM
993
Advisors Capital Management
New Jersey
$324K -$33.6K -111 -9%
PCH
994
PGIM Custom Harvest
New Jersey
$323K -$908 -3 -0.3%
EPP
995
ETF Portfolio Partners
Kansas
$323K – – –
SWM
996
Spire Wealth Management
Virginia
$321K -$908 -3 -0.3%
IAS
997
Insigneo Advisory Services
Florida
$318K +$23.6K +78 +8%
PWM
998
Pines Wealth Management
North Carolina
$317K +$46.3K +153 +17%
QWP
999
Quotient Wealth Partners
Texas
$317K -$194K -642 -37%
GWM
1000
GK Wealth Management
Nevada
$317K -$15.4K -51 -5%
38 39
40
41 42