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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
976
Conning Inc
Connecticut
$334K -$56.6K -187 -14%
GCM
977
Gallacher Capital Management
Colorado
$331K -$2.12K -7 -0.6%
SCM
978
Schnieders Capital Management
California
$330K -$277K -915 -45%
HCMG
979
Howard Capital Management Group
California
$330K – – –
LAM
980
L2 Asset Management
Massachusetts
$328K +$19.7K +65 +6%
SP
981
SmartHarvest Portfolios
Washington
$327K +$335K +1,106 New
LWCFA
982
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$327K -$43.9K -145 -11%
MA
983
Mutual Advisors
Nebraska
$327K -$5.45K -18 -2%
BIAS
984
Beacon Investment Advisory Services
New Jersey
$327K – – –
7WCP
985
71 West Capital Partners
Massachusetts
$326K +$333K +1,102 New
CCMT
986
CMT Capital Markets Trading
Germany
$326K -$185K -612 -36%
EFS
987
Essex Financial Services
Connecticut
$326K +$49.3K +163 +17%
BNA
988
BankChampaign National Association
Illinois
$326K +$333K +1,101 New
PAM
989
Paradigm Asset Management
New York
$326K -$30.3K -100 -8%
UWP
990
Uniting Wealth Partners
Kansas
$325K – – –
FIA
991
Foundations Investment Advisors
Arizona
$325K -$133K -439 -29%
ACM
992
Advisors Capital Management
New Jersey
$324K -$33.6K -111 -9%
PCH
993
PGIM Custom Harvest
New Jersey
$323K -$908 -3 -0.3%
EPP
994
ETF Portfolio Partners
Kansas
$323K – – –
SWM
995
Spire Wealth Management
Virginia
$321K -$908 -3 -0.3%
IAS
996
Insigneo Advisory Services
Florida
$318K +$23.6K +78 +8%
PWM
997
Pines Wealth Management
North Carolina
$317K +$46.3K +153 +17%
QWP
998
Quotient Wealth Partners
Texas
$317K -$194K -642 -37%
GWM
999
GK Wealth Management
Nevada
$317K -$15.4K -51 -5%
FCBT
1000
First Citizens Bank & Trust
North Carolina
$316K +$85.9K +284 +36%
38 39
40
41 42