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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
701
EPG Wealth Management
Georgia
$27K +$23.5K +145 New
SWM
702
Sugarloaf Wealth Management
Georgia
$27K +$24.1K +149 New
CFA
703
Carroll Financial Associates
North Carolina
$26K – – –
TF
704
TimeScale Financial
Massachusetts
$26K – – –
FPS
705
Fieldpoint Private Securities
Connecticut
$26K +$1.13K +7 +5%
BCI
706
Brinker Capital Investments
Pennsylvania
$24K – – –
CYG
707
Clean Yield Group
Vermont
$24K – – –
TFS
708
TrustCore Financial Services
Tennessee
$24K – – –
1832 Asset Management
709
1832 Asset Management
Ontario, Canada
$23K – – –
PGAM
710
Princeton Global Asset Management
New Jersey
$23K +$20.1K +124 New
WPA
711
West Paces Advisors
Georgia
$22.7K – – –
MIM
712
Macroview Investment Management
Maryland
$22K – – –
CFFP
713
Center for Financial Planning
Michigan
$22K +$19.4K +120 New
RA
714
Rational Advisors
New York
$21K +$11.8K +73 +183%
M
715
Mirova
France
$21K +$18.6K +115 New
GWS
716
Glassman Wealth Services
Virginia
$20K +$972 +6 +6%
AssetMark Inc
717
AssetMark Inc
California
$20K +$2.92K +18 +20%
CP
718
Corbenic Partners
Pennsylvania
$20K +$18K +111 New
GEA
719
Glen Eagle Advisors
New Jersey
$18.3K – – –
JFA
720
Johanson Financial Advisors
California
$18.3K +$16.2K +100 New
ARMC
721
American Research & Management Company
Massachusetts
$18K – – –
AF
722
Arrow Financial
New York
$18K – – –
FWM
723
Focused Wealth Management
New York
$18K – – –
PB
724
Pinnacle Bancorp
Nebraska
$17K -$2.59K -16 -15%
EWP
725
Engrave Wealth Partners
Texas
$17K +$15.9K +98 New