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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
STA
751
Summit Trail Advisors
New York
$311K +$27.9K +138 +9%
WA
752
Wambolt & Associates
Colorado
$309K
GVAG
753
Great Valley Advisor Group
Delaware
$305K -$413K -2,046 -56%
GWM
754
Geneos Wealth Management
Colorado
$305K +$260K +1,286 +367%
PWPS
755
Pinnacle Wealth Planning Services
Ohio
$302K +$17.4K +86 +6%
Walleye Capital
756
Walleye Capital
New York
$301K -$1.67M -8,269 -84%
VT
757
Vise Technologies
New York
$301K +$75.2K +372 +30%
MG
758
Mather Group
Illinois
$300K -$401K -1,982 -55%
SF
759
Summit Financial
New Jersey
$299K +$324K +1,601 New
CPC
760
Consolidated Planning Corp
Georgia
$299K
KMWM
761
Keudell/Morrison Wealth Management
Oregon
$296K -$53.1K -263 -14%
SWM
762
Salvus Wealth Management
New Jersey
$295K +$8.29K +41 +3%
C
763
Certuity
Florida
$295K +$40.2K +199 +14%
BHCM
764
Brevan Howard Capital Management
Jersey
$295K +$319K +1,578 New
SWM
765
Sendero Wealth Management
Texas
$294K +$318K +1,574 New
WAP
766
Wealthcare Advisory Partners
Pennsylvania
$286K +$40.4K +200 +15%
HH
767
Hilltop Holdings
Texas
$283K -$7.68K -38 -2%
DWM
768
Defined Wealth Management
Oregon
$282K
WMC
769
Westwood Management Corporation
Illinois
$280K
OL
770
Optas LLC
Texas
$280K +$2.22K +11 +0.7%
AAS
771
Ameritas Advisory Services
Nebraska
$280K +$303K +1,497 New
VWM
772
Venturi Wealth Management
Texas
$279K -$31.7K -157 -10%
Kayne Anderson Rudnick Investment Management
773
Kayne Anderson Rudnick Investment Management
California
$279K +$5.25K +26 +2%
BPWM
774
Badgley Phelps Wealth Managers
Washington
$279K +$302K +1,495 New
FFA
775
Founders Financial Alliance
North Carolina
$274K +$297K +1,469 New