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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
701
Defined Wealth Management
Oregon
$440K – – –
SWM
702
SeaCrest Wealth Management
New York
$439K -$61K -214 -12%
WMC
703
Westwood Management Corporation
Illinois
$438K – – –
WAP
704
Wealthcare Advisory Partners
Pennsylvania
$436K +$26.5K +93 +7%
GAG
705
GM Advisory Group
New York
$432K +$285 +1 +0.1%
IFWM
706
Institute for Wealth Management
Colorado
$432K +$51.3K +180 +14%
Kayne Anderson Rudnick Investment Management
707
Kayne Anderson Rudnick Investment Management
California
$429K – – –
WBG
708
Wharton Business Group
Pennsylvania
$422K -$108K -380 -21%
OC
709
Oakworth Capital
Alabama
$422K – – –
OL
710
Optas LLC
Texas
$422K +$856 +3 +0.2%
FPS
711
Fieldpoint Private Securities
Connecticut
$422K +$38.5K +135 +12%
C
712
Certuity
Florida
$416K -$227K -794 -36%
MS
713
Maven Securities
Jersey
$416K +$407K +1,425 New
SCM
714
SOL Capital Management
Maryland
$414K – – –
SW
715
SVB Wealth
Massachusetts
$413K -$2.28K -8 -0.6%
PSUF
716
People's United Financial
Connecticut
$412K -$12.6K -44 -3%
EWA
717
EP Wealth Advisors
California
$411K +$20.5K +72 +5%
APA
718
American Portfolios Advisors
New York
$407K +$32.8K +115 +9%
MA
719
Montag & Associates
Georgia
$406K – – –
SWP
720
Strategic Wealth Partners
Ohio
$404K +$18.8K +66 +5%
NA
721
NewEdge Advisors
Louisiana
$401K -$709K -2,486 -64%
NIMI
722
Natixis Investment Managers International
France
$398K +$211K +739 +118%
FFA
723
Founders Financial Alliance
North Carolina
$397K +$9.98K +35 +3%
WTC
724
WhitTier Trust Company
Nevada
$391K -$13.4K -47 -3%
HFG
725
Heron Financial Group
New York
$390K -$72.7K -255 -16%