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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
676
O'Shaughnessy Asset Management
Connecticut
$59K +$52.3K +323 New
BWM
677
BerganKDV Wealth Management
Minnesota
$57K +$4.54K +28 +10%
RWA
678
Ropes Wealth Advisors
Massachusetts
$56K – – –
1W
679
1776 Wealth
Georgia
$55K +$48.6K +300 New
JCM
680
Jacobi Capital Management
Pennsylvania
$53K – – –
AA
681
Advisory Alpha
Michigan
$48.3K +$40K +247 +6,175%
PA
682
Procyon Advisors
Connecticut
$47K +$41.2K +254 New
PFBT
683
Parkside Financial Bank & Trust
Missouri
$46K +$3.24K +20 +9%
LC
684
Lindbrook Capital
California
$46K +$6.64K +41 +20%
PCIA
685
Prime Capital Investment Advisors
Kansas
$45K -$16K -99 -29%
MAM
686
Marquette Asset Management
Minnesota
$45K – – –
JSC
687
Jackson Square Capital
California
$41K +$36.6K +226 New
LWM
688
Liberty Wealth Management
California
$39K -$4.38K -27 -11%
TFO
689
Tarbox Family Office
California
$39K – – –
SQA
690
Simon Quick Advisors
New Jersey
$38K – – –
WAP
691
Wealthcare Advisory Partners
Pennsylvania
$38K – – –
GAM
692
Gemmer Asset Management
California
$37K -$2.92K -18 -8%
MUS
693
Mitsubishi UFJ Securities
Japan
$37K – – –
TL
694
TrueWealth LLC
Georgia
$37K – – –
AP
695
Americana Partners
Texas
$36K +$32.2K +199 New
DI
696
Disciplined Investments
Oklahoma
$34K +$29.8K +184 New
EI
697
Ellevest Inc
New York
$30K +$19.4K +120 +267%
TCM
698
TD Capital Management
Tennessee
$29K – – –
ZB
699
Zions Bancorporation
Utah
$28K -$3.08K -19 -11%
EWM
700
EPG Wealth Management
Georgia
$27K +$23.5K +145 New
26 27
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