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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
SP
651
Symmetry Partners
Connecticut
$632K -$119K -414 -15%
VWA
652
V Wealth Advisors
Kansas
$628K -$28.8K -100 -4%
CFGS
653
Concourse Financial Group Securities
Alabama
$625K +$26.2K +91 +4%
SIM
654
Sentry Investment Management
Wisconsin
$625K +$651K +2,256 New
CP
655
Cumberland Partners
Ontario, Canada
$624K +$649K +2,250 New
HAG
656
HighPoint Advisor Group
Illinois
$616K +$56.8K +197 +11%
IIM
657
InTrack Investment Management
Vermont
$615K
C
658
Certuity
Florida
$615K +$248K +861 +63%
WCA
659
Westover Capital Advisors
Delaware
$614K -$35.5K -123 -5%
JC
660
Jacobs & Co
California
$607K
AFA
661
Abacus FCF Advisors
Florida
$606K +$650K +2,255 New
OWM
662
OneAscent Wealth Management
Alabama
$603K -$12.7K -44 -2%
NO
663
Ninety One
South Africa
$599K
AIL
664
AGF Investments LLC
Ontario, Canada
$597K -$206K -715 -25%
HSA
665
HBK Sorce Advisory
Pennsylvania
$596K +$73K +253 +13%
ETC
666
Exchange Traded Concepts
Oklahoma
$593K -$3.75K -13 -0.6%
SAM
667
Strategy Asset Managers
California
$593K +$617K +2,139 New
PP
668
Patten & Patten
Tennessee
$586K -$21.6K -75 -3%
SF
669
Symphony Financial
Texas
$581K +$23.4K +81 +4%
OTPPB
670
Ontario Teachers' Pension Plan Board
Ontario, Canada
$580K -$500K -1,733 -45%
DMC
671
Drexel Morgan & Co
Pennsylvania
$577K
FFA
672
First Foundation Advisors
California
$573K +$101K +350 +20%
KMWM
673
Keudell/Morrison Wealth Management
Oregon
$572K -$149K -517 -20%
TAM
674
Tocqueville Asset Management
New York
$571K +$30.6K +106 +5%
IAN
675
Integrated Advisors Network
Texas
$569K -$11.5K -40 -2%