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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1101
Trek Financial
Arizona
$207K +$190K +668 New
SAW
1102
Signal Advisors Wealth
Michigan
$207K +$190K +668 New
GA
1103
Goldstein Advisors
Wisconsin
$206K -$36.9K -130 -16%
PWM
1104
Pines Wealth Management
North Carolina
$206K +$184K +649 New
FPW
1105
Flagship Private Wealth
Massachusetts
$205K +$188K +662 New
KMWM
1106
Keudell/Morrison Wealth Management
Oregon
$204K +$187K +660 New
CWG
1107
Cornerstone Wealth Group
North Carolina
$204K +$187K +660 New
AWM
1108
Ariadne Wealth Management
California
$203K -$117K -414 -37%
MCM
1109
Manchester Capital Management
Vermont
$203K – – –
GSEP
1110
Golden State Equity Partners
California
$203K +$186K +657 New
RCG
1111
Regatta Capital Group
California
$202K +$185K +651 New
SWP
1112
Stratos Wealth Partners
Ohio
$201K +$184K +650 New
BB
1113
Berkshire Bank
Massachusetts
$201K +$184K +650 New
GFP
1114
Gryphon Financial Partners
Ohio
$201K +$184K +649 New
EH
1115
Equitable Holdings
New York
$201K +$184K +648 New
NB
1116
Northwest Bancshares
Pennsylvania
$200K +$184K +647 New
EPIMS
1117
Evelyn Partners Investment Management Services
$198K -$52.8K -186 -23%
MSE
1118
MUFG Securities EMEA
United Kingdom
$196K +$180K +633 New
CH
1119
Cromwell Holdings
Wyoming
$194K -$17.3K -61 -9%
SIM
1120
Sentry Investment Management
Wisconsin
$194K – – –
DJSG
1121
D.J. St. Germain
Massachusetts
$194K +$146K +514 +459%
ECM
1122
Eisler Capital Management
United Kingdom
$191K -$2.61M -9,209 -94%
HPC
1123
HM Payson & Co
Maine
$188K – – –
TWD
1124
True Wealth Design
Ohio
$188K +$81.1K +286 +89%
CCA
1125
Catalyst Capital Advisors
New York
$181K -$30.6K -108 -16%
43 44
45
46 47