We are live on ! Find out more
ADSK icon

Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
751
Blue Chip Partners
Michigan
$332K +$356K +1,163 New
SC
752
Savant Capital
Illinois
$329K -$5.51K -18 -2%
NWA
753
New World Advisors
Massachusetts
$329K +$326K +1,066 New
SRC
754
Sage Rhino Capital
California
$326K +$5.2K +17 +2%
HCMG
755
Howard Capital Management Group
California
$325K +$7.65K +25 +2%
DT
756
Diversified Trust
Tennessee
$321K +$344K +1,125 New
AWM
757
Altium Wealth Management
New York
$317K +$30K +98 +10%
NHC
758
Nicholas Hoffman & Company
Georgia
$315K +$612 +2 +0.2%
MA
759
Montag & Associates
Georgia
$311K -$91.8K -300 -22%
EPP
760
ETF Portfolio Partners
Kansas
$311K – – –
MS
761
Mizuho Securities
Japan
$311K +$334K +1,090 New
LFA
762
Legacy Financial Advisors
Kentucky
$307K -$4.9K -16 -1%
IC
763
Intersect Capital
California
$307K +$5.82K +19 +2%
IAN
764
Integrated Advisors Network
Texas
$307K +$16.5K +54 +5%
WANY
765
Wealthspire Advisors (New York)
New York
$306K +$328K +1,072 New
FCI
766
Financial Counselors Inc
Kansas
$304K +$20.5K +67 +7%
EWM
767
Evercore Wealth Management
New York
$302K -$5.82K -19 -2%
SIC
768
Sigma Investment Counselors
Michigan
$301K -$7.35K -24 -2%
CPC
769
Consolidated Planning Corp
Georgia
$301K – – –
HWA
770
Heritage Wealth Advisors
Virginia
$295K – – –
AAS
771
Avantax Advisory Services
Texas
$289K +$46.8K +153 +18%
HTC
772
Haverford Trust Company
Pennsylvania
$287K – – –
MAM
773
Magellan Asset Management
Australia
$286K +$12.9K +42 +4%
TWM
774
TriaGen Wealth Management
California
$285K – – –
EWA
775
Evolution Wealth Advisors
Florida
$285K +$62.1K +203 +26%
29 30
31
32 33