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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1226
SHP Wealth Management
Massachusetts
$53.4K +$54.8K +181 New
CYG
1227
Clean Yield Group
Vermont
$53K +$44.5K +147 +459%
KA
1228
Kozak & Associates
Colorado
$52.7K -$116K -384 -67%
MA
1229
MCF Advisors
Kentucky
$49.1K +$30.3K +100 +152%
PSB
1230
Piscataqua Savings Bank
New Hampshire
$47.4K +$12.1K +40 +33%
FNWA
1231
Financial Network Wealth Advisors
Utah
$47.1K +$3.03K +10 +7%
MCP
1232
Miller Capital Partners
Michigan
$45.9K +$46.9K +155 New
GAG
1233
Goodman Advisory Group
Massachusetts
$44.7K -$7.03M -23,243 -99%
BCM
1234
Blume Capital Management
California
$44.4K -$4.54K -15 -9%
HPWM
1235
High Point Wealth Management
New Jersey
$44.4K +$45.4K +150 New
C
1236
Covestor
United Kingdom
$44K -$6.35K -21 -12%
GKIM
1237
GW&K Investment Management
Massachusetts
$44K +$5.75K +19 +15%
RA
1238
Ransom Advisory
Rhode Island
$42.3K – – –
EPAM
1239
Evelyn Partners Asset Management
$41.7K – – –
BIA
1240
Bell Investment Advisors
California
$41.1K +$8.17K +27 +24%
AF
1241
Abound Financial
California
$40K +$40.8K +135 New
TCOT
1242
Trust Company of Toledo
Ohio
$38.2K – – –
EWM
1243
Evermay Wealth Management
Virginia
$37.3K – – –
HWA
1244
HHM Wealth Advisors
Tennessee
$36.7K +$3.03K +10 +9%
JWA
1245
JFS Wealth Advisors
Pennsylvania
$36.7K +$8.47K +28 +29%
SL
1246
Salomon & Ludwin
Virginia
$35.1K +$3.63K +12 +11%
DJSG
1247
D.J. St. Germain
Massachusetts
$33.2K -$156K -515 -82%
TC
1248
Truvestments Capital
Florida
$33.2K -$14.2K -47 -30%
PGAM
1249
Princeton Global Asset Management
New Jersey
$33.2K – – –
LAM
1250
Lummis Asset Management
Texas
$32.9K – – –
48 49
50
51 52