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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
NL
601
NWAM LLC
Washington
$221K +$195K +1,205 New
MMPW
602
Mitchell McLeod Pugh & Williams
Alabama
$220K +$194K +1,199 New
SS
603
Sunbelt Securities
Texas
$217K -$48.6K -300 -20%
SWM
604
SeaCrest Wealth Management
New York
$217K +$192K +1,185 New
FWCM
605
Ferguson Wellman Capital Management
Oregon
$216K +$191K +1,178 New
MGIA
606
Matthew Goff Investment Advisor
Texas
$215K +$190K +1,170 New
S
607
SignatureFD
Georgia
$210K +$24.8K +153 +15%
GC
608
Gilbert & Cook
Iowa
$210K +$185K +1,142 New
WANY
609
Wealthspire Advisors (New York)
New York
$209K +$185K +1,140 New
KMWM
610
Keudell/Morrison Wealth Management
Oregon
$205K +$181K +1,115 New
PWPS
611
Pinnacle Wealth Planning Services
Ohio
$205K +$181K +1,120 New
RMDI
612
R.M. Davis Inc
Maine
$201K +$178K +1,097 New
RCA
613
Ranch Capital Advisors
Florida
$200K -$61.6K -380 -26%
JWM
614
Jackson Wealth Management
Florida
$200K +$162K +1,000 New
9WM
615
9258 Wealth Management
Ohio
$200K +$177K +1,090 New
PCG
616
Private Capital Group
Connecticut
$199K -$12.6K -78 -7%
CIA
617
CSat Investment Advisory
Michigan
$192K +$108K +664 +173%
SM
618
SG3 Management
Puerto Rico
$183K +$162K +1,000 New
QCG
619
Quadrant Capital Group
Ohio
$180K +$30K +185 +21%
RWB
620
RMR Wealth Builders
New Jersey
$177K +$156K +964 New
GRP
621
Global Retirement Partners
California
$176K -$324 -2 -0.2%
ACM
622
Allred Capital Management
Texas
$173K +$153K +945 New
BCWM
623
Bartlett & Co Wealth Management
Ohio
$170K – – –
Rockefeller Capital Management
624
Rockefeller Capital Management
New York
$167K +$20.1K +124 +16%
CCM
625
Covington Capital Management
California
$167K +$148K +911 New