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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
601
Wealthspire Advisors (Maryland)
Maryland
$154K +$1.05K +7 +0.7%
BAM
602
Belpointe Asset Management
Nevada
$149K +$143K +955 New
WEC
603
Winslow Evans & Crocker
Massachusetts
$146K – – –
S
604
SignatureFD
Georgia
$131K +$8.82K +59 +8%
CAW
605
Cornerstone Advisors (Washington)
Washington
$128K +$17K +114 +16%
FANJ
606
Financial Architects (New Jersey)
New Jersey
$126K +$120K +800 +8,889%
FC
607
Ferris Capital
Massachusetts
$124K – – –
AW
608
Alpha Windward
Massachusetts
$123K – – –
OFW
609
Omnia Family Wealth
Florida
$121K +$89.7K +600 +339%
PGWM
610
Parisi Gray Wealth Management
New Jersey
$117K – – –
IFAM
611
Institutional & Family Asset Management
Colorado
$115K – – –
AC
612
Avestar Capital
New York
$114K -$16.6K -111 -12%
ADL
613
Asset Dedication LLC
California
$114K – – –
SFSIG
614
San Francisco Sentry Investment Group
California
$111K -$149 -1 -0.1%
NFG
615
Next Financial Group
Texas
$111K +$102K +681 +1,946%
NFH
616
NEXT Financial Holdings
Texas
$111K +$107K +716 New
MCM
617
Manchester Capital Management
Vermont
$103K +$27.2K +182 +38%
RCAG
618
Rehmann Capital Advisory Group
Michigan
$102K -$5.83K -39 -6%
GLI
619
Guardian Life Insurance
New York
$98K +$2.24K +15 +2%
FDCDDQ
620
Federation des caisses Desjardins du Quebec
Quebec, Canada
$96.6K -$747 -5 -0.8%
YWP
621
YorkBridge Wealth Partners
New York
$96K -$1.2K -8 -1%
RWA
622
Ropes Wealth Advisors
Massachusetts
$83K +$79.4K +531 New
BBHC
623
Brown Brothers Harriman & Co
New York
$82K -$12.3K -82 -13%
ST
624
Smithfield Trust
Pennsylvania
$82K – – –
RA
625
Rational Advisors
New York
$81K +$77.4K +518 +10,360%
23 24
25
26 27