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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
S
501
Surevest
California
$904K – – –
IP
502
Intellectus Partners
California
$885K +$254K +1,294 +54%
EP
503
Eudaimonia Partners
Tennessee
$883K -$393 -2 -0.1%
LCG
504
Luxor Capital Group
New York
$881K -$786K -4,000 -52%
WCM
505
Weld Capital Management
New York
$875K -$1.43M -7,273 -67%
FAAS
506
First Allied Advisory Services
California
$866K +$60.3K +307 +9%
GC
507
GFG Capital
Florida
$841K +$246K +1,252 +55%
MWM
508
Mission Wealth Management
California
$838K +$19.7K +100 +3%
GDP
509
Great Diamond Partners
Maine
$834K +$1.57K +8 +0.2%
BAS
510
Brown Advisory Securities
Maryland
$833K -$39.9K -203 -5%
CCP
511
Corient Capital Partners
California
$808K +$74.5K +379 +13%
CI
512
Conning Inc
Connecticut
$789K +$20.6K +105 +3%
CIA
513
CSat Investment Advisory
Michigan
$766K +$379K +1,929 +152%
SBH
514
Segall Bryant & Hamill
Illinois
$765K -$38.9K -198 -6%
CDH
515
Charles D. Hyman
$759K – – –
TI
516
Tidal Investments
Wisconsin
$757K +$622K +3,163 New
MSR
517
Main Street Research
Connecticut
$756K -$43.2K -220 -7%
SMFS
518
Squar Milner Financial Services
California
$752K +$299K +1,522 +94%
CAM
519
CenterStar Asset Management
Illinois
$728K – – –
FLII
520
First Long Island Investors
New York
$724K -$23.2K -118 -4%
LCM
521
Logan Capital Management
Pennsylvania
$718K – – –
CP
522
Cumberland Partners
Ontario, Canada
$718K +$275K +1,400 +88%
NAM
523
Nexpoint Asset Management
Texas
$718K +$590K +3,000 New
SFS
524
Sowell Financial Services
Arkansas
$708K -$236K -1,203 -29%
OAM
525
Optimal Asset Management
California
$705K -$6.47M -32,922 -92%
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