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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
1026
Creative Capital Management Investments
California
$9K +$9.63K +48 New
JMF
1027
Johnson Midwest Financial
Iowa
$9K +$9.63K +48 New
SC
1028
Seldon Capital
California
$8.78K – – –
RA
1029
Rise Advisors
New York
$8.41K – – –
ANBT
1030
American National Bank & Trust
Texas
$8K – – –
MWC
1031
MBM Wealth Consultants
Missouri
$8K +$8.83K +44 New
CWP
1032
Concord Wealth Partners
Virginia
$7.85K +$8.43K +42 New
ADL
1033
Asset Dedication LLC
California
$7K – – –
BWM
1034
Baystate Wealth Management
Massachusetts
$7K – – –
PWMG
1035
Prestige Wealth Management Group
New Jersey
$6.92K -$1.6K -8 -18%
AWM
1036
Atticus Wealth Management
Florida
$6.73K -$3.21K -16 -31%
CPG
1037
Cornerstone Planning Group
New Jersey
$6.67K +$6.82K +34 New
SWM
1038
Sanctuary Wealth Management
Idaho
$6.54K +$7.02K +35 New
SIC
1039
SJS Investment Consulting
Ohio
$6.35K +$1.6K +8 +31%
BWL
1040
Bogart Wealth LLC
Virginia
$6.17K – – –
LF
1041
Lee Financial
Texas
$5.79K – – –
PMFA
1042
Plante Moran Financial Advisors
Michigan
$5.79K +$401 +2 +7%
CSWM
1043
Cassady Schiller Wealth Management
Ohio
$5.61K +$6.02K +30 New
FCA
1044
FinTrust Capital Advisors
South Carolina
$5.23K – – –
MFT
1045
Moisand Fitzgerald Tamayo
Florida
$5.04K +$1.41K +7 +35%
CNBTD
1046
Citizens National Bank Trust Department
Mississippi
$5K – – –
MFC
1047
Mechanics Financial Corp
Ohio
$5K – – –
SC
1048
Schubert & Co
Texas
$4.86K -$1.41K -7 -21%
GMA
1049
Glassy Mountain Advisors
Maryland
$4.86K +$5.22K +26 New
CA
1050
Clearstead Advisors
Ohio
$4.67K -$34.3K -171 -87%
40 41
42
43 44