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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
MSR
676
Main Street Research
Connecticut
$623K -$41.1K -183 -7%
OCBCO
677
Oversea-Chinese Banking Corp (OCBC)
Singapore
$623K +$146K +649 +34%
TAM
678
Trust Asset Management
Texas
$620K – – –
CCG
679
Ceeto Capital Group
Florida
$619K -$337K -1,500 -38%
FTWA
680
Fifth Third Wealth Advisors
Ohio
$618K +$561K +2,496 New
JCM
681
Jacobi Capital Management
Pennsylvania
$617K -$26.3K -117 -4%
PSC
682
Portman Square Capital
United Kingdom
$616K +$122K +541 +28%
SIA
683
Schechter Investment Advisors
Michigan
$616K -$992K -4,416 -64%
ZF
684
Zhang Financial
Michigan
$615K -$422K -1,880 -43%
AWA
685
Arkadios Wealth Advisors
Georgia
$614K -$89.2K -397 -14%
GAM
686
Gotham Asset Management
New York
$607K -$444K -1,977 -45%
MPPW
687
Mitchell & Pahl Private Wealth
Oklahoma
$602K – – –
DF
688
Donoghue Forlines
Massachusetts
$599K +$42.7K +190 +9%
SVCP
689
Silicon Valley Capital Partners
California
$591K -$225 -1 -0%
I
690
InceptionR
California
$591K +$536K +2,387 New
SSWM
691
Strait & Sound Wealth Management
California
$590K -$23.4K -104 -4%
CIA
692
Concurrent Investment Advisors
Florida
$590K +$29.4K +131 +6%
TFS
693
Thoroughbred Financial Services
Tennessee
$588K +$260K +1,159 +95%
DWT
694
Dorsey & Whitney Trust
South Dakota
$588K +$55.7K +248 +12%
LWCFA
695
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$583K +$32.6K +145 +7%
EWA
696
EP Wealth Advisors
California
$582K +$354K +1,576 +203%
SG
697
StoneX Group
New York
$582K +$109K +486 +26%
AG
698
Algert Global
California
$579K +$526K +2,341 New
PCS
699
Personal CFO Solutions
New Jersey
$579K -$899K -4,000 -63%
MG
700
Mather Group
Illinois
$577K +$76.8K +342 +18%
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