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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
751
Synergy Financial Group
California
$361K – – –
IWC
752
Integrated Wealth Concepts
Massachusetts
$360K -$519K -2,253 -57%
C
753
Certuity
Florida
$359K +$132K +573 +52%
FW
754
FirstPurpose Wealth
Utah
$358K +$111K +481 +40%
HLOC
755
H.L. Ormond & Company
North Carolina
$357K -$18.4K -80 -5%
WA
756
Wambolt & Associates
Colorado
$357K -$4.84K -21 -1%
HW
757
Hancock Whitney
Mississippi
$357K +$68.9K +299 +22%
RA
758
RFG Advisory
Alabama
$355K -$30.6K -133 -7%
DWT
759
Dorsey & Whitney Trust
South Dakota
$350K -$15.4K -67 -4%
MW
760
Marcum Wealth
Ohio
$347K -$13.4K -58 -3%
USCWA
761
U.S. Capital Wealth Advisors
Texas
$346K -$12.4K -54 -3%
AWM
762
Avitas Wealth Management
California
$345K -$1.03M -4,473 -74%
ER
763
Enlightenment Research
Florida
$343K +$369K +1,600 New
PA
764
Procyon Advisors
Connecticut
$339K +$199K +863 +120%
TAM
765
Tocqueville Asset Management
New York
$337K – – –
CG
766
Colony Group
Massachusetts
$335K -$2.53K -11 -0.7%
JCM
767
Jacobi Capital Management
Pennsylvania
$333K +$170K +740 +91%
FPS
768
Fieldpoint Private Securities
Connecticut
$331K +$97K +421 +37%
SW
769
SVB Wealth
Massachusetts
$330K -$3.46K -15 -1%
DWM
770
Defined Wealth Management
Oregon
$323K – – –
WMC
771
Westwood Management Corporation
Illinois
$322K – – –
SWM
772
Salvus Wealth Management
New Jersey
$318K +$109K +474 +47%
CCA
773
Checchi Capital Advisers
California
$317K -$8.06K -35 -2%
GAG
774
GM Advisory Group
New York
$317K – – –
Kayne Anderson Rudnick Investment Management
775
Kayne Anderson Rudnick Investment Management
California
$315K – – –