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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
IFU
1026
iSAM Funds (UK)
United Kingdom
$289K +$251K +829 +568%
MFC
1027
Morris Financial Concepts
South Carolina
$287K -$908 -3 -0.3%
AWP
1028
Abacus Wealth Partners
California
$286K +$292K +966 New
PCS
1029
Personal CFO Solutions
New Jersey
$286K -$7.26K -24 -2%
CWS
1030
Confluence Wealth Services
Pennsylvania
$286K +$292K +965 New
PA
1031
Pinnacle Associates
New York
$284K +$3.03K +10 +1%
JWM
1032
JGP Wealth Management
Oregon
$282K -$230K -759 -44%
CIA
1033
Capital Investment Advisors
Georgia
$281K -$15.4K -51 -5%
SFC
1034
SYM Financial Corp
Indiana
$281K +$75K +248 +35%
ZIG
1035
Zullo Investment Group
Pennsylvania
$279K -$28.7K -95 -9%
NCM
1036
Narwhal Capital Management
Georgia
$279K +$285K +941 New
STS
1037
SG Trading Solutions
Utah
$277K +$283K +935 New
OPWM
1038
Oregon Pacific Wealth Management
Oregon
$276K -$11.5K -38 -4%
C1AG
1039
Client 1st Advisory Group
Florida
$276K – – –
SG
1040
StoneX Group
New York
$274K +$280K +926 New
WC
1041
Waterloo Capital
Texas
$272K -$5.45K -18 -2%
PWA
1042
Phoenix Wealth Advisors
North Carolina
$272K – – –
SMA
1043
Seven Mile Advisory
New Jersey
$271K -$94.4K -312 -25%
RCA
1044
Resonant Capital Advisors
Wisconsin
$271K +$6.35K +21 +2%
PWMAG
1045
Pinnacle Wealth Management Advisory Group
New Jersey
$270K +$3.03K +10 +1%
CAM
1046
Cozad Asset Management
Illinois
$269K -$18.2K -60 -6%
RCA
1047
Ranch Capital Advisors
Florida
$269K – – –
CC
1048
Citrine Capital
California
$268K -$3.03K -10 -1%
CWS
1049
Cypress Wealth Services
California
$268K -$908 -3 -0.3%
PA
1050
PharVision Advisers
Florida
$266K +$272K +900 New
40 41
42
43 44