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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
1101
Waters Parkerson & Co
Louisiana
$233K – – –
NHC
1102
Nicholas Hoffman & Company
Georgia
$233K – – –
RA
1103
RFG Advisory
Alabama
$232K +$222K +729 New
NFG
1104
Nadler Financial Group
Illinois
$231K -$10.7K -35 -5%
PFS
1105
Prospera Financial Services
Texas
$231K +$609 +2 +0.3%
OFS
1106
OneAscent Financial Services
Alabama
$231K -$18.6K -61 -8%
GPWM
1107
Grant Private Wealth Management
California
$231K +$221K +726 New
ESB
1108
Essex Savings Bank
Connecticut
$228K -$5.18K -17 -2%
SWP
1109
Stratos Wealth Partners
Ohio
$228K +$20.4K +67 +10%
JCM
1110
Jacobsen Capital Management
Utah
$227K +$2.74K +9 +1%
CTC
1111
Central Trust Company
Missouri
$227K -$9.75K -32 -4%
BBW
1112
Blue Barn Wealth
Utah
$226K +$8.23K +27 +4%
VA
1113
VestGen Advisors
Illinois
$226K -$91.1K -299 -30%
SFC
1114
SYM Financial Corp
Indiana
$222K -$81.7K -268 -28%
FLII
1115
First Long Island Investors
New York
$222K – – –
FC
1116
Fairscale Capital
New Hampshire
$221K – – –
EWA
1117
Exencial Wealth Advisors
Oklahoma
$219K +$210K +689 New
TF
1118
Trek Financial
Arizona
$219K +$6.4K +21 +3%
DIP
1119
DT Investment Partners
Pennsylvania
$218K – – –
CA
1120
Crewe Advisors
Utah
$217K +$44.8K +147 +27%
AWM
1121
Axxcess Wealth Management
California
$217K – – –
ACI
1122
Alpha Cubed Investments
California
$216K -$2.44K -8 -1%
WF
1123
Whelan Financial
California
$216K +$207K +680 New
NIWA
1124
New Insight Wealth Advisors
California
$216K – – –
RCAG
1125
Rehmann Capital Advisory Group
Michigan
$215K +$206K +677 New
43 44
45
46 47