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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
GPW
1051
Genesis Private Wealth
Virginia
$249K +$228K +804 New
SF
1052
Symphony Financial
Texas
$249K +$532K +1,875 New
MPI
1053
Mairs & Power Inc
Minnesota
$248K +$284 +1 +0.1%
NFA
1054
Northwest Financial Advisors
Virginia
$248K – – –
TSW
1055
Three Seasons Wealth
Utah
$247K – – –
SWM
1056
Sagace Wealth Management
Florida
$245K +$5.67K +20 +3%
SW
1057
SVB Wealth
Massachusetts
$245K -$344K -1,213 -61%
OFS
1058
OneAscent Financial Services
Alabama
$244K +$224K +788 New
MMPW
1059
Mitchell McLeod Pugh & Williams
Alabama
$243K – – –
TCWA
1060
Turtle Creek Wealth Advisors
Texas
$243K +$223K +786 New
FB
1061
Fulton Bank
Pennsylvania
$240K +$220K +776 New
CAG
1062
Cypress Advisory Group
Arizona
$240K – – –
WA
1063
Waddell & Associates
Tennessee
$240K +$220K +775 New
CAM
1064
Claret Asset Management
Quebec, Canada
$238K -$35.5K -125 -14%
VCA
1065
Verdence Capital Advisors
Maryland
$238K +$218K +768 New
WT
1066
Whittier Trust
California
$237K -$249K -878 -53%
NFG
1067
Nadler Financial Group
Illinois
$236K +$216K +763 New
KAS
1068
KPP Advisory Services
Kentucky
$235K +$215K +759 New
DF
1069
Dunhill Financial
United Kingdom
$235K -$6.81K -24 -3%
OTL
1070
Oak Thistle LLC
New York
$235K +$215K +758 New
DE
1071
Diversified Enterprises
Delaware
$235K +$215K +758 New
LRIA
1072
Leonard Rickey Investment Advisors
Washington
$234K +$215K +757 New
RWP
1073
RWA Wealth Partners
Massachusetts
$232K +$213K +750 New
TYCC
1074
Texas Yale Capital Corp
Florida
$232K +$213K +750 New
3IP
1075
3Chopt Investment Partners
Virginia
$232K +$212K +748 New
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