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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
651
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$55K +$20.7K +123 +57%
FCA
652
FinTrust Capital Advisors
South Carolina
$54K -$20.7K -123 -27%
RFA
653
Reilly Financial Advisors
California
$54K – – –
PMFA
654
Plante Moran Financial Advisors
Michigan
$53K – – –
QCG
655
Quadrant Capital Group
Ohio
$52K – – –
LWM
656
Liberty Wealth Management
California
$51K +$12.8K +76 +32%
SIAS
657
Shine Investment Advisory Services
Colorado
$50K +$24.5K +146 +92%
PFGIA
658
Patriot Financial Group Insurance Agency
Massachusetts
$50K +$42K +250 +543%
AF
659
Allworth Financial
California
$49K – – –
BFEC
660
Benjamin F. Edwards & Company
Missouri
$49K – – –
VFA
661
Valeo Financial Advisors
Indiana
$47K -$19.3K -115 -28%
BWM
662
BerganKDV Wealth Management
Minnesota
$46K – – –
SIM
663
Sonora Investment Management
Arizona
$46K – – –
NCM
664
Next Capital Management
New York
$46K +$18.2K +108 +63%
JIM
665
Jupiter Investment Management
United Kingdom
$43K -$24.8M -147,413 -100%
JCM
666
Jacobi Capital Management
Pennsylvania
$43K – – –
LC
667
Lindbrook Capital
California
$43K +$2.35K +14 +6%
TWA
668
TCI Wealth Advisors
Arizona
$39K – – –
WAP
669
Wealthcare Advisory Partners
Pennsylvania
$34K -$10.3K -61 -23%
TFO
670
Tarbox Family Office
California
$34K -$841 -5 -2%
GAM
671
Gemmer Asset Management
California
$34K – – –
TL
672
TrueWealth LLC
Georgia
$33K – – –
First Manhattan
673
First Manhattan
New York
$27K – – –
TCM
674
TD Capital Management
Tennessee
$26K – – –
PFBT
675
Parkside Financial Bank & Trust
Missouri
$26K +$1.85K +11 +7%