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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1076
Empirical Wealth Management
Washington
$249K +$239K +783 New
FAN
1077
Financial Advisors Network
California
$249K -$69.5K -228 -23%
BWCS
1078
Beirne Wealth Consulting Services
Connecticut
$249K +$239K +783 New
CH
1079
Canton Hathaway
Rhode Island
$248K +$212K +695 +818%
TCA
1080
Transcend Capital Advisors
New Jersey
$247K -$26.8K -88 -10%
CAG
1081
Cypress Advisory Group
Arizona
$246K – – –
WA
1082
Waddell & Associates
Tennessee
$246K – – –
DE
1083
Diversified Enterprises
Delaware
$246K +$4.57K +15 +2%
MMPW
1084
Mitchell McLeod Pugh & Williams
Alabama
$245K – – –
LSA
1085
Lion Street Advisors
Texas
$244K +$234K +769 New
CW
1086
CreativeOne Wealth
Kansas
$244K -$104K -342 -31%
EH
1087
Equitable Holdings
New York
$242K +$35K +115 +18%
GCP
1088
GSA Capital Partners
United Kingdom
$242K +$232K +761 New
KAS
1089
KPP Advisory Services
Kentucky
$241K – – –
CAM
1090
Claret Asset Management
Quebec, Canada
$240K -$3.35K -11 -1%
KWM
1091
KW Wealth Management
California
$240K +$230K +754 New
VCA
1092
Verdence Capital Advisors
Maryland
$239K -$1.52K -5 -0.7%
TYCC
1093
Texas Yale Capital Corp
Florida
$238K – – –
3IP
1094
3Chopt Investment Partners
Virginia
$238K – – –
DF
1095
Dunhill Financial
United Kingdom
$238K -$3.05K -10 -1%
BWM
1096
Baron Wealth Management
Michigan
$236K +$226K +743 New
TWM
1097
TriaGen Wealth Management
California
$235K -$62.5K -205 -22%
MWP
1098
Meriwether Wealth & Planning
Louisiana
$234K +$7.62K +25 +4%
EWM
1099
Evercore Wealth Management
New York
$233K -$39.9K -131 -15%
EP
1100
Edgestream Partners
New Jersey
$233K -$1.11M -3,629 -83%
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