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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
501
Icon Wealth Partners
Texas
$907K +$132K +671 +21%
S
502
Surevest
California
$904K – – –
IP
503
Intellectus Partners
California
$885K +$254K +1,294 +54%
EP
504
Eudaimonia Partners
Tennessee
$883K -$393 -2 -0.1%
LCG
505
Luxor Capital Group
New York
$881K -$786K -4,000 -52%
WCM
506
Weld Capital Management
New York
$875K -$1.43M -7,273 -67%
FAAS
507
First Allied Advisory Services
California
$866K +$60.3K +307 +9%
GC
508
GFG Capital
Florida
$841K +$246K +1,252 +55%
MWM
509
Mission Wealth Management
California
$838K +$19.7K +100 +3%
GDP
510
Great Diamond Partners
Maine
$834K +$1.57K +8 +0.2%
BAS
511
Brown Advisory Securities
Maryland
$833K -$39.9K -203 -5%
CCP
512
Corient Capital Partners
California
$808K +$74.5K +379 +13%
CI
513
Conning Inc
Connecticut
$789K +$20.6K +105 +3%
CIA
514
CSat Investment Advisory
Michigan
$766K +$379K +1,929 +152%
SBH
515
Segall Bryant & Hamill
Illinois
$765K -$38.9K -198 -6%
CDH
516
Charles D. Hyman
$759K – – –
TI
517
Tidal Investments
Wisconsin
$757K +$622K +3,163 New
MSR
518
Main Street Research
Connecticut
$756K -$43.2K -220 -7%
SMFS
519
Squar Milner Financial Services
California
$752K +$299K +1,522 +94%
CAM
520
CenterStar Asset Management
Illinois
$728K – – –
FLII
521
First Long Island Investors
New York
$724K -$23.2K -118 -4%
LCM
522
Logan Capital Management
Pennsylvania
$718K – – –
CP
523
Cumberland Partners
Ontario, Canada
$718K +$275K +1,400 +88%
NAM
524
Nexpoint Asset Management
Texas
$718K +$590K +3,000 New
SFS
525
Sowell Financial Services
Arkansas
$708K -$236K -1,203 -29%
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