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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
AFM
726
Andesa Financial Management
Pennsylvania
$393K -$33.5K -127 -9%
Winton Group
727
Winton Group
United Kingdom
$393K +$50.3K +191 +17%
BWP
728
Bernardo Wealth Planning
Pennsylvania
$391K – – –
Dakota Wealth Management
729
Dakota Wealth Management
Florida
$389K -$3.43K -13 -1%
Pinnacle Wealth Planning Services
730
Pinnacle Wealth Planning Services
Ohio
$389K +$11.1K +42 +3%
AFM
731
Abbot Financial Management
Massachusetts
$388K -$10.5K -40 -3%
Maven Securities
732
Maven Securities
Jersey
$384K -$380K -1,441 -53%
WA
733
Wealth Alliance
New York
$384K +$25.8K +98 +8%
Private Ocean
734
Private Ocean
California
$375K +$316K +1,200 +4,286%
Ritholtz Wealth Management
735
Ritholtz Wealth Management
New York
$374K +$89.3K +339 +38%
Badgley, Phelps & Bell
736
Badgley, Phelps & Bell
Washington
$369K -$33.2K -126 -9%
Sheets Smith Wealth Management
737
Sheets Smith Wealth Management
North Carolina
$369K +$16.1K +61 +5%
NWAM LLC
738
NWAM LLC
Washington
$368K +$318K +1,205 New
Evanson Asset Management
739
Evanson Asset Management
California
$367K – – –
MUFG Securities EMEA
740
MUFG Securities EMEA
United Kingdom
$366K -$30.2M -114,437 -99%
Central Trust Company
741
Central Trust Company
Missouri
$364K +$15.8K +60 +5%
WAP
742
Wealthcare Advisory Partners
Pennsylvania
$362K +$5.53K +21 +2%
Matthew Goff Investment Advisor
743
Matthew Goff Investment Advisor
Texas
$360K -$1.05K -4 -0.3%
People's United Financial
744
People's United Financial
Connecticut
$357K -$6.06K -23 -2%
Cozad Asset Management
745
Cozad Asset Management
Illinois
$357K – – –
EP Wealth Advisors
746
EP Wealth Advisors
California
$354K +$2.9K +11 +1%
Institute for Wealth Management
747
Institute for Wealth Management
Colorado
$350K +$27.7K +105 +10%
POIA
748
Pin Oak Investment Advisors
Texas
$347K – – –
Johnson Investment Counsel
749
Johnson Investment Counsel
Ohio
$347K +$16.1K +61 +6%
BSW Wealth Partners
750
BSW Wealth Partners
Colorado
$347K +$28.5K +108 +11%