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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1051
Symphony Financial
Texas
$249K +$532K +1,875 New
MPI
1052
Mairs & Power Inc
Minnesota
$248K +$284 +1 +0.1%
NFA
1053
Northwest Financial Advisors
Virginia
$248K – – –
TSW
1054
Three Seasons Wealth
Utah
$247K – – –
SWM
1055
Sagace Wealth Management
Florida
$245K +$5.67K +20 +3%
SW
1056
SVB Wealth
Massachusetts
$245K -$344K -1,213 -61%
OFS
1057
OneAscent Financial Services
Alabama
$244K +$224K +788 New
MMPW
1058
Mitchell McLeod Pugh & Williams
Alabama
$243K – – –
TCWA
1059
Turtle Creek Wealth Advisors
Texas
$243K +$223K +786 New
FB
1060
Fulton Bank
Pennsylvania
$240K +$220K +776 New
CAG
1061
Cypress Advisory Group
Arizona
$240K – – –
WA
1062
Waddell & Associates
Tennessee
$240K +$220K +775 New
CAM
1063
Claret Asset Management
Quebec, Canada
$238K -$35.5K -125 -14%
VCA
1064
Verdence Capital Advisors
Maryland
$238K +$218K +768 New
WT
1065
Whittier Trust
California
$237K -$249K -878 -53%
NFG
1066
Nadler Financial Group
Illinois
$236K +$216K +763 New
KAS
1067
KPP Advisory Services
Kentucky
$235K +$215K +759 New
DF
1068
Dunhill Financial
United Kingdom
$235K -$6.81K -24 -3%
OTL
1069
Oak Thistle LLC
New York
$235K +$215K +758 New
DE
1070
Diversified Enterprises
Delaware
$235K +$215K +758 New
LRIA
1071
Leonard Rickey Investment Advisors
Washington
$234K +$215K +757 New
RWP
1072
RWA Wealth Partners
Massachusetts
$232K +$213K +750 New
TYCC
1073
Texas Yale Capital Corp
Florida
$232K +$213K +750 New
3IP
1074
3Chopt Investment Partners
Virginia
$232K +$212K +748 New
CTC
1075
Central Trust Company
Missouri
$231K -$12.8K -45 -6%
41 42
43
44 45