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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
CQS
701
Credential Qtrade Securities
$668K +$632K +2,499 +3,786%
JIC
702
Joel Isaacson & Co
New York
$661K – – –
TAM
703
Trust Asset Management
Texas
$652K – – –
MPPW
704
Mitchell & Pahl Private Wealth
Oklahoma
$634K -$1.77K -7 -0.3%
SVCP
705
Silicon Valley Capital Partners
California
$622K – – –
GM
706
GeoWealth Management
Illinois
$618K +$338K +1,336 +129%
PFGIA
707
Patriot Financial Group Insurance Agency
Massachusetts
$605K +$341K +1,346 +138%
SSWM
708
Strait & Sound Wealth Management
California
$600K +$29.6K +117 +5%
Susquehanna Portfolio Strategies
709
Susquehanna Portfolio Strategies
Pennsylvania
$599K – – –
TA
710
Tectonic Advisors
Texas
$591K – – –
CI
711
Cigna Investments
Connecticut
$590K -$1.01K -4 -0.2%
JC
712
Jacobs & Co
California
$588K – – –
Sequoia Financial Advisors
713
Sequoia Financial Advisors
Ohio
$588K -$826K -3,266 -59%
NorthRock Partners
714
NorthRock Partners
Minnesota
$587K +$71.9K +284 +14%
Concurrent Investment Advisors
715
Concurrent Investment Advisors
Florida
$586K +$358K +1,416 +169%
AIA
716
Angeles Investment Advisors
California
$582K – – –
DF
717
Donoghue Forlines
Massachusetts
$581K +$108K +428 +24%
AGF Management
718
AGF Management
Ontario, Canada
$575K -$16.7K -66 -3%
IFU
719
iSAM Funds (UK)
United Kingdom
$574K +$557K +2,203 New
Larson Financial Group
720
Larson Financial Group
Missouri
$571K +$145K +572 +35%
Whittier Trust
721
Whittier Trust
California
$569K +$107K +422 +24%
HAG
722
HF Advisory Group
Maryland
$566K +$269K +1,063 +96%
KP
723
Keel Point
Alabama
$563K +$216K +855 +65%
IB
724
Intrust Bank
Kansas
$560K -$4.55K -18 -0.8%
IHT Wealth Management
725
IHT Wealth Management
Illinois
$560K -$11.4K -45 -2%