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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
CYG
601
Clean Yield Group
Vermont
$30K +$31.1K +230 New
BCA
602
Berman Capital Advisors
Georgia
$30K +$32.1K +238 New
LWM
603
Liberty Wealth Management
California
$30K +$32.1K +238 New
CA
604
Claro Advisors
Massachusetts
$29K +$25.1K +186 New
TFO
605
Tarbox Family Office
California
$28K +$675 +5 +2%
MUS
606
Mitsubishi UFJ Securities
Japan
$26K -$9.46K -70 -26%
TL
607
TrueWealth LLC
Georgia
$26K – – –
WANY
608
Wealthspire Advisors (New York)
New York
$25K +$26.1K +193 New
OFW
609
Omnia Family Wealth
Florida
$23K – – –
NCM
610
Next Capital Management
New York
$22K +$23.2K +172 New
PFBT
611
Parkside Financial Bank & Trust
Missouri
$21K -$6.21K -46 -22%
TCM
612
TD Capital Management
Tennessee
$21K – – –
MNBTD
613
Moody National Bank Trust Division
Texas
$21K +$22K +163 New
SIAS
614
Shine Investment Advisory Services
Colorado
$20K +$7.97K +59 +59%
PWMG
615
Prestige Wealth Management Group
New Jersey
$19K +$20.4K +151 New
CFA
616
Carroll Financial Associates
North Carolina
$18K -$1.08K -8 -5%
CFGS
617
Concourse Financial Group Securities
Alabama
$18K +$5.27K +39 +36%
CI Investments Inc
618
CI Investments Inc
Ontario, Canada
$18K +$6.21K +46 +47%
TFS
619
TrustCore Financial Services
Tennessee
$17K – – –
PRC
620
Pearl River Capital
Michigan
$17K +$17.6K +130 New
BTNA
621
Bremer Trust National Association
Minnesota
$17K +$18.1K +134 New
FTI
622
Fiduciary Trust International
Massachusetts
$16K +$16.3K +121 New
WPA
623
West Paces Advisors
Georgia
$15.9K – – –
MIM
624
Macroview Investment Management
Maryland
$15K – – –
HIIFS
625
Harel Insurance Investments & Financial Services
Israel
$14K +$14.5K +107 New