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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
701
Oakworth Capital
Alabama
$422K – – –
OL
702
Optas LLC
Texas
$422K +$856 +3 +0.2%
FPS
703
Fieldpoint Private Securities
Connecticut
$422K +$38.5K +135 +12%
C
704
Certuity
Florida
$416K -$227K -794 -36%
MS
705
Maven Securities
Jersey
$416K +$407K +1,425 New
SCM
706
SOL Capital Management
Maryland
$414K – – –
SW
707
SVB Wealth
Massachusetts
$413K -$2.28K -8 -0.6%
PSUF
708
People's United Financial
Connecticut
$412K -$12.6K -44 -3%
EWA
709
EP Wealth Advisors
California
$411K +$20.5K +72 +5%
APA
710
American Portfolios Advisors
New York
$407K +$32.8K +115 +9%
MA
711
Montag & Associates
Georgia
$406K – – –
SWP
712
Strategic Wealth Partners
Ohio
$404K +$18.8K +66 +5%
NA
713
NewEdge Advisors
Louisiana
$401K -$709K -2,486 -64%
NIMI
714
Natixis Investment Managers International
France
$398K +$211K +739 +118%
FFA
715
Founders Financial Alliance
North Carolina
$397K +$9.98K +35 +3%
WTC
716
WhitTier Trust Company
Nevada
$391K -$13.4K -47 -3%
HFG
717
Heron Financial Group
New York
$390K -$72.7K -255 -16%
GCP
718
GSA Capital Partners
United Kingdom
$386K +$377K +1,322 New
BOPW
719
Brandywine Oak Private Wealth
Pennsylvania
$377K +$89K +312 +32%
PCA
720
Pallas Capital Advisors
Massachusetts
$375K +$325K +1,138 New
PCM
721
Prelude Capital Management
New York
$374K -$1.12M -3,935 -75%
DIP
722
DT Investment Partners
Pennsylvania
$374K – – –
ACI
723
Alpha Cubed Investments
California
$373K -$69.3K -243 -16%
AFM
724
Abbot Financial Management
Massachusetts
$371K – – –
FUBT
725
First United Bank & Trust
Maryland
$371K +$362K +1,270 New
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30 31