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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
1226
Coston McIsaac & Partners
Maine
$7K – – –
FFO
1227
Fortitude Family Office
Arizona
$6.8K – – –
RWM
1228
Raffa Wealth Management
District of Columbia
$6.5K -$886 -3 -12%
CWP
1229
Clark Wealth Partners
Illinois
$6.5K +$6.5K +22 New
HWP
1230
Highline Wealth Partners
California
$6.21K +$2.07K +7 +50%
FF
1231
Friedenthal Financial
New Jersey
$5.91K +$5.91K +20 New
FUBT
1232
First United Bank & Trust
Maryland
$5.91K -$1.18K -4 -17%
ACA
1233
Atlas Capital Advisors
Wyoming
$5.91K – – –
CIM
1234
Contravisory Investment Management
Massachusetts
$5.91K – – –
GCM
1235
Gables Capital Management
Florida
$5.91K – – –
JGIA
1236
Jackson Grant Investment Advisers
Connecticut
$5.91K – – –
EPIME
1237
Evelyn Partners Investment Management (Europe)
$5.91K +$5.91K +20 New
OCM
1238
Orion Capital Management
California
$5.91K +$5.91K +20 New
T
1239
Transce3nd
Texas
$5.62K +$5.61K +19 New
PFT
1240
Providence First Trust
Arizona
$5.32K +$5.32K +18 New
DPW
1241
DiNuzzo Private Wealth
Pennsylvania
$5.03K – – –
MWM
1242
Mascoma Wealth Management
New Hampshire
$5.03K +$5.02K +17 New
CPA
1243
Compass Planning Associates
Massachusetts
$4.73K +$4.73K +16 New
NC
1244
NewSquare Capital
Pennsylvania
$4.73K +$4.73K +16 New
SC
1245
SouthState Corp
Florida
$4.73K +$4.73K +16 New
HCM
1246
Hollencrest Capital Management
California
$4.43K – – –
API
1247
Asset Planning Inc
California
$4.43K +$4.43K +15 New
LDB
1248
Lee, Danner & Bass
Tennessee
$4.43K +$4.43K +15 New
WWP
1249
WR Wealth Planners
Missouri
$4.14K +$591 +2 +17%
DWM
1250
Dogwood Wealth Management
Kansas
$4.14K +$4.14K +14 New
48 49
50
51 52