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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
1026
Cary Street Partners Investment Advisory
Virginia
$158K +$61.8K +246 +59%
SWM
1027
Spire Wealth Management
Virginia
$156K -$109K -434 -40%
CIEC
1028
Crédit Industriel et Commercial
France
$155K +$98K +390 +152%
PFBT
1029
Parkside Financial Bank & Trust
Missouri
$154K +$12.6K +50 +8%
VC
1030
Vestor Capital
Illinois
$153K -$35.5M -141,195 -100%
CH
1031
Cromwell Holdings
Wyoming
$150K – – –
ADL
1032
Asset Dedication LLC
California
$148K -$18.1K -72 -10%
CA
1033
Crewe Advisors
Utah
$143K -$1.51K -6 -1%
CFO
1034
CVA Family Office
Colorado
$141K +$32.7K +130 +28%
CH
1035
Canton Hathaway
Rhode Island
$140K -$98K -390 -40%
BC
1036
Broadwater Capital
Massachusetts
$139K – – –
OL
1037
OneFund LLC
Florida
$139K -$6.03K -24 -4%
HPC
1038
HM Payson & Co
Maine
$136K -$10.6K -42 -7%
VIS
1039
Vega Investment Solutions
France
$136K – – –
AIM
1040
Acropolis Investment Management
Missouri
$130K +$137K +545 New
HIIFS
1041
Harel Insurance Investments & Financial Services
Israel
$130K – – –
CA
1042
Clearstead Advisors
Ohio
$130K -$543K -2,159 -80%
FCT
1043
Family Capital Trust
Massachusetts
$128K -$1.76K -7 -1%
OP
1044
Oslo Pensjonsforsikring
$127K +$133K +531 New
WT
1045
Whittier Trust
California
$125K -$60.6K -241 -32%
TFA
1046
Transamerica Financial Advisors
Florida
$124K +$75.4K +300 +136%
FHC
1047
First Horizon Corporation
Tennessee
$123K +$13.6K +54 +12%
EPIM
1048
Evelyn Partners Investment Management
$119K -$95.5K -380 -43%
DMIC
1049
Dixon Mitchell Investment Counsel
British Columbia, Canada
$119K – – –
IBOK
1050
Independence Bank of Kentucky
Kentucky
$118K -$2.51K -10 -2%
40 41
42
43 44