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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
GPW
976
Genesis Private Wealth
Virginia
$229K +$241K +958 New
ET
977
Equitable Trust
Tennessee
$229K -$117K -465 -33%
PFA
978
Pure Financial Advisors
California
$229K +$59.3K +236 +33%
ZIG
979
Zullo Investment Group
Pennsylvania
$227K +$1.76K +7 +0.7%
LFAS
980
Level Four Advisory Services
Texas
$227K +$17.8K +71 +8%
ZIM
981
Zacks Investment Management
Illinois
$225K +$236K +940 New
OPWM
982
Oregon Pacific Wealth Management
Oregon
$224K +$1K +4 +0.4%
PWA
983
Phoenix Wealth Advisors
North Carolina
$220K – – –
TCA
984
Transcend Capital Advisors
New Jersey
$220K -$88.7K -353 -28%
VCM
985
Virtue Capital Management
Tennessee
$218K -$21.4K -85 -8%
CAM
986
Cozad Asset Management
Illinois
$218K – – –
RCA
987
Ranch Capital Advisors
Florida
$218K – – –
NL
988
NWAM LLC
Washington
$216K +$7.29K +29 +3%
AWM
989
Angeles Wealth Management
California
$216K +$52.8K +210 +30%
BIA
990
Bigelow Investment Advisors
Maine
$216K -$23.4K -93 -9%
DWP
991
Daymark Wealth Partners
Ohio
$216K +$52.3K +208 +30%
WRPWM
992
Werba Rubin Papier Wealth Management
California
$215K +$226K +900 New
JCM
993
Jacobsen Capital Management
Utah
$215K +$47.8K +190 +27%
VA
994
VestGen Advisors
Illinois
$214K +$229K +912 New
DOA
995
D'Orazio & Associates
Virginia
$214K +$51.8K +206 +30%
PWA
996
Physician Wealth Advisors
Utah
$212K +$8.55K +34 +4%
SWGC
997
Summit Wealth Group (Colorado)
Colorado
$212K +$223K +887 New
GFP
998
Gryphon Financial Partners
Ohio
$212K +$223K +886 New
DW30
999
Drucker Wealth 3.0
New Jersey
$212K -$65.1K -259 -23%
CC
1000
Citrine Capital
California
$212K -$5.53K -22 -2%
38 39
40
41 42