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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
651
Plante Moran Financial Advisors
Michigan
$53K
QCG
652
Quadrant Capital Group
Ohio
$52K
LWM
653
Liberty Wealth Management
California
$51K +$12.8K +76 +32%
SIAS
654
Shine Investment Advisory Services
Colorado
$50K +$24.5K +146 +92%
PFGIA
655
Patriot Financial Group Insurance Agency
Massachusetts
$50K +$42K +250 +543%
AF
656
Allworth Financial
California
$49K
BFEC
657
Benjamin F. Edwards & Company
Missouri
$49K
VFA
658
Valeo Financial Advisors
Indiana
$47K -$19.3K -115 -28%
BWM
659
BerganKDV Wealth Management
Minnesota
$46K
SIM
660
Sonora Investment Management
Arizona
$46K
NCM
661
Next Capital Management
New York
$46K +$18.2K +108 +63%
JIM
662
Jupiter Investment Management
United Kingdom
$43K -$24.8M -147,413 -100%
JCM
663
Jacobi Capital Management
Pennsylvania
$43K
LC
664
Lindbrook Capital
California
$43K +$2.35K +14 +6%
TWA
665
TCI Wealth Advisors
Arizona
$39K
WAP
666
Wealthcare Advisory Partners
Pennsylvania
$34K -$10.3K -61 -23%
TFO
667
Tarbox Family Office
California
$34K -$841 -5 -2%
GAM
668
Gemmer Asset Management
California
$34K
TL
669
TrueWealth LLC
Georgia
$33K
First Manhattan
670
First Manhattan
New York
$27K
TCM
671
TD Capital Management
Tennessee
$26K
PFBT
672
Parkside Financial Bank & Trust
Missouri
$26K +$1.85K +11 +7%
TF
673
TimeScale Financial
Massachusetts
$24K +$24.5K +146 New
WAM
674
Wolverine Asset Management
Illinois
$24K +$25.2K +150 New
PCG
675
Private Capital Group
Connecticut
$23K -$160K -953 -85%