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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
751
PFG Investments
New York
$792K +$89.4K +315 +14%
CWA
752
Crux Wealth Advisors
California
$771K +$169K +596 +31%
TAM
753
Trust Asset Management
Texas
$768K – – –
SCP
754
Sivia Capital Partners
California
$765K +$347K +1,224 +98%
N
755
Numerai
California
$762K +$89.7K +316 +15%
NW
756
NewEdge Wealth
Pennsylvania
$755K +$123K +435 +20%
EFG
757
Everhart Financial Group
Ohio
$748K +$143K +504 +26%
CRC
758
Curi RMB Capital
Illinois
$739K +$677K +2,388 New
GWMR
759
GC Wealth Management RIA
Massachusetts
$735K +$673K +2,373 New
MPPW
760
Mitchell & Pahl Private Wealth
Oklahoma
$732K – – –
MIM
761
Morningstar Investment Management
Illinois
$732K +$671K +2,364 New
GWM
762
Gibbs Wealth Management
Georgia
$728K +$160K +564 +32%
SMF
763
Scott Marsh Financial
Utah
$723K +$663K +2,336 New
IB
764
Intrust Bank
Kansas
$722K -$24.1K -85 -4%
SM
765
Sciencast Management
New Jersey
$720K +$660K +2,325 New
ITFISA
766
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$703K – – –
JC
767
Jacobs & Co
California
$699K +$6.81K +24 +1%
V
768
VeraBank
Texas
$697K +$638K +2,250 New
AF
769
Aviso Financial
Ontario, Canada
$696K -$134K -471 -17%
VIS
770
Vega Investment Solutions
France
$693K +$442K +1,559 +230%
BCM
771
Brookstone Capital Management
Illinois
$692K -$8.17M -28,794 -93%
CA
772
Clearstead Advisors
Ohio
$689K -$788K -2,778 -56%
AWS
773
Atria Wealth Solutions
New York
$687K -$734K -2,588 -54%
WI
774
WrapManager Inc
California
$686K -$3.97K -14 -0.6%
PCIA
775
Prime Capital Investment Advisors
Kansas
$668K -$428K -1,507 -41%
29 30
31
32 33