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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
PDL
1026
Portfolio Design Labs
California
$222K +$241K +847 New
GPWM
1027
Grant Private Wealth Management
California
$221K -$11.4K -40 -5%
SMA
1028
Seven Mile Advisory
New Jersey
$221K +$36.7K +129 +18%
FLII
1029
First Long Island Investors
New York
$220K -$13.4K -47 -5%
NB
1030
NBT Bank
New York
$219K -$2.84K -10 -1%
FHA
1031
First Horizon Advisors
Tennessee
$218K -$5.97K -21 -2%
PFA
1032
Pathway Financial Advisors
Vermont
$216K – – –
MWM
1033
Modern Wealth Management
Kansas
$214K -$40.4K -142 -15%
VC
1034
Vestor Capital
Illinois
$213K -$284 -1 -0.1%
QWP
1035
Quotient Wealth Partners
Texas
$213K +$2.27K +8 +1%
KRW
1036
Kaufman Rossin Wealth
Florida
$210K +$228K +802 New
PWA
1037
Physician Wealth Advisors
Utah
$210K +$8.82K +31 +4%
GC
1038
Grimes & Company
Massachusetts
$209K +$5.12K +18 +2%
MPI
1039
Mairs & Power Inc
Minnesota
$209K – – –
NFA
1040
Northwest Financial Advisors
Virginia
$209K – – –
TSW
1041
Three Seasons Wealth
Utah
$209K – – –
EWA
1042
EverSource Wealth Advisors
Alabama
$209K +$83.6K +294 +58%
GA
1043
Goldstein Advisors
Wisconsin
$208K +$1.71K +6 +0.8%
CTC
1044
Central Trust Company
Missouri
$207K -$5.97K -21 -3%
SQA
1045
Simon Quick Advisors
New Jersey
$206K +$25.9K +91 +13%
MMPW
1046
Mitchell McLeod Pugh & Williams
Alabama
$206K – – –
DF
1047
Dunhill Financial
United Kingdom
$205K -$1.42K -5 -0.6%
SPWG
1048
Sage Private Wealth Group
Illinois
$204K +$12.5K +44 +6%
SCA
1049
Sandy Cove Advisors
Massachusetts
$204K -$569 -2 -0.3%
CAG
1050
Cypress Advisory Group
Arizona
$203K – – –
40 41
42
43 44