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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
726
Pinnacle Wealth Planning Services
Ohio
$389K +$11.1K +42 +3%
AFM
727
Abbot Financial Management
Massachusetts
$388K -$10.5K -40 -3%
MS
728
Maven Securities
Jersey
$384K -$380K -1,441 -53%
WA
729
Wealth Alliance
New York
$384K +$25.8K +98 +8%
PO
730
Private Ocean
California
$375K +$316K +1,200 +4,286%
RWM
731
Ritholtz Wealth Management
New York
$374K +$89.3K +339 +38%
BPB
732
Badgley, Phelps & Bell
Washington
$369K -$33.2K -126 -9%
SSWM
733
Sheets Smith Wealth Management
North Carolina
$369K +$16.1K +61 +5%
NL
734
NWAM LLC
Washington
$368K +$318K +1,205 New
EAM
735
Evanson Asset Management
California
$367K – – –
MSE
736
MUFG Securities EMEA
United Kingdom
$366K -$30.2M -114,437 -99%
CTC
737
Central Trust Company
Missouri
$364K +$15.8K +60 +5%
WAP
738
Wealthcare Advisory Partners
Pennsylvania
$362K +$5.53K +21 +2%
MGIA
739
Matthew Goff Investment Advisor
Texas
$360K -$1.05K -4 -0.3%
PSUF
740
People's United Financial
Connecticut
$357K -$6.06K -23 -2%
CAM
741
Cozad Asset Management
Illinois
$357K – – –
EWA
742
EP Wealth Advisors
California
$354K +$2.9K +11 +1%
IFWM
743
Institute for Wealth Management
Colorado
$350K +$27.7K +105 +10%
POIA
744
Pin Oak Investment Advisors
Texas
$347K – – –
JIC
745
Johnson Investment Counsel
Ohio
$347K +$16.1K +61 +6%
BWP
746
BSW Wealth Partners
Colorado
$347K +$28.5K +108 +11%
CPIG
747
Chicago Partners Investment Group
Illinois
$345K -$66.9K -254 -18%
SRC
748
Sage Rhino Capital
California
$345K -$264 -1 -0.1%
WA
749
WESPAC Advisors
California
$344K +$296K +1,125 New
VCG
750
Vantage Consulting Group
Virginia
$340K +$294K +1,114 New
28 29
30
31 32