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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
651
Navalign LLC
California
$602K +$42.5K +149 +8%
RWA
652
Ropes Wealth Advisors
Massachusetts
$597K +$584K +2,046 New
SS
653
Simplicity Solutions
Minnesota
$596K +$292K +1,024 +101%
TAM
654
Tocqueville Asset Management
New York
$591K -$9.7K -34 -2%
MC
655
Machina Capital
France
$584K +$571K +2,000 New
TAM
656
Trust Asset Management
Texas
$581K +$60.8K +213 +12%
S
657
SignatureFD
Georgia
$579K +$35.4K +124 +7%
MIP
658
Marietta Investment Partners
Wisconsin
$572K -$17.1K -60 -3%
FCBT
659
First Citizens Bank & Trust
North Carolina
$567K -$784K -2,748 -59%
TMAM
660
Tokio Marine Asset Management
Japan
$562K +$52.5K +184 +11%
KMWM
661
Keudell/Morrison Wealth Management
Oregon
$560K -$41.6K -146 -7%
VFM
662
Vivid Financial Management
California
$560K -$11.1K -39 -2%
WCM
663
Weld Capital Management
New York
$555K +$92.1K +323 +20%
CBT
664
Central Bank & Trust
Kentucky
$541K – – –
IA
665
IFG Advisory
Georgia
$539K -$5.71K -20 -1%
BS
666
Bessemer Securities
New York
$539K – – –
PMAS
667
PNC Managed Account Solutions
Texas
$539K +$527K +1,848 New
SHA
668
Seneca House Advisors
Virginia
$534K +$522K +1,830 New
B
669
Bailard
California
$526K +$3.42K +12 +0.7%
CF
670
Copperwynd Financial
Arizona
$526K +$85.3K +299 +20%
ACP
671
Ashfield Capital Partners
California
$515K – – –
GVAG
672
Great Valley Advisor Group
Delaware
$512K +$11.7K +41 +2%
DWT
673
Dorsey & Whitney Trust
South Dakota
$510K -$2.85K -10 -0.6%
PG
674
Patten Group
Tennessee
$506K – – –
PWM
675
PRW Wealth Management
Massachusetts
$506K +$495K +1,735 New
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