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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
701
Sugarloaf Wealth Management
Georgia
$27K +$24.1K +149 New
CFA
702
Carroll Financial Associates
North Carolina
$26K
TF
703
TimeScale Financial
Massachusetts
$26K
FPS
704
Fieldpoint Private Securities
Connecticut
$26K +$1.13K +7 +5%
BCI
705
Brinker Capital Investments
Pennsylvania
$24K
CYG
706
Clean Yield Group
Vermont
$24K
TFS
707
TrustCore Financial Services
Tennessee
$24K
1832 Asset Management
708
1832 Asset Management
Ontario, Canada
$23K
WPA
709
West Paces Advisors
Georgia
$22.7K
MIM
710
Macroview Investment Management
Maryland
$22K
CFFP
711
Center for Financial Planning
Michigan
$22K +$19.4K +120 New
RA
712
Rational Advisors
New York
$21K +$11.8K +73 +183%
M
713
Mirova
France
$21K +$18.6K +115 New
GWS
714
Glassman Wealth Services
Virginia
$20K +$972 +6 +6%
AssetMark Inc
715
AssetMark Inc
California
$20K +$2.92K +18 +20%
CP
716
Corbenic Partners
Pennsylvania
$20K +$18K +111 New
GEA
717
Glen Eagle Advisors
New Jersey
$18.3K
ARMC
718
American Research & Management Company
Massachusetts
$18K
AF
719
Arrow Financial
New York
$18K
FWM
720
Focused Wealth Management
New York
$18K
PB
721
Pinnacle Bancorp
Nebraska
$17K -$2.59K -16 -15%
EWP
722
Engrave Wealth Partners
Texas
$17K +$15.9K +98 New
BFC
723
Bedel Financial Consulting
Indiana
$16K
KPW
724
Kore Private Wealth
New York
$16K +$14.4K +89 New
SL
725
Savior LLC
Massachusetts
$15K +$13.4K +83 New