We are live on ! Find out more
ADSK icon

Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
676
Principal Street Partners
Tennessee
$663K -$52K -241 -8%
JWCA
677
J.W. Coons Advisors
Ohio
$660K – – –
WWM
678
Whalen Wealth Management
Nevada
$657K +$583K +2,698 New
ZF
679
Zhang Financial
Michigan
$657K -$10.1K -47 -2%
MYAM
680
Meiji Yasuda Asset Management
Japan
$650K -$21.6K -100 -4%
AIM
681
Alhambra Investment Management
Florida
$649K +$576K +2,667 New
IRC
682
Investors Research Corp
Georgia
$645K – – –
MOS
683
MGO One Seven
Ohio
$636K +$52.7K +244 +10%
BFS
684
Bradley Foster & Sargent
Connecticut
$635K +$7.99K +37 +1%
AP
685
Americana Partners
Texas
$629K -$239K -1,108 -30%
JCM
686
Jacobi Capital Management
Pennsylvania
$628K +$25.7K +119 +5%
NL
687
Navalign LLC
California
$623K -$2.16K -10 -0.4%
JIC
688
Joel Isaacson & Co
New York
$618K -$5.83K -27 -1%
CF
689
Copperwynd Financial
Arizona
$614K +$17.1K +79 +3%
TAM
690
Trust Asset Management
Texas
$610K – – –
HCA
691
Harbor Capital Advisors
Illinois
$608K -$648 -3 -0.1%
S
692
SignatureFD
Georgia
$602K +$53.3K +247 +11%
GWM
693
Geneos Wealth Management
Colorado
$600K +$31.7K +147 +6%
PSC
694
Portman Square Capital
United Kingdom
$598K -$696K -3,222 -57%
MPPW
695
Mitchell & Pahl Private Wealth
Oklahoma
$594K -$2.81K -13 -0.5%
CWP
696
Curated Wealth Partners
California
$594K +$39.7K +184 +8%
AIC
697
Aurora Investment Counsel
Georgia
$587K +$13K +60 +2%
SVCP
698
Silicon Valley Capital Partners
California
$582K – – –
SSWM
699
Strait & Sound Wealth Management
California
$566K +$88.3K +409 +21%
SPS
700
Susquehanna Portfolio Strategies
Pennsylvania
$560K +$497K +2,300 New
26 27
28
29 30