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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
776
Optas LLC
Texas
$315K +$3.46K +15 +1%
BAS
777
Brown Advisory Securities
Maryland
$314K -$234K -1,014 -41%
WBG
778
Wharton Business Group
Pennsylvania
$310K – – –
AMCA
779
Arthur M. Cohen & Associates
Illinois
$309K +$129K +560 +64%
SWM
780
SeaCrest Wealth Management
New York
$306K -$14.1K -61 -4%
SCM
781
SOL Capital Management
Maryland
$304K – – –
IFG
782
Independent Financial Group
California
$304K +$11.7K +51 +4%
EFS
783
Essex Financial Services
Connecticut
$303K +$18.9K +82 +6%
FCI
784
Financial Counselors Inc
Kansas
$302K +$56.7K +246 +21%
HH
785
Hilltop Holdings
Texas
$301K +$135K +584 +71%
FI
786
Fosun International
China
$301K +$314K +1,363 New
WEG
787
World Equity Group
Illinois
$301K +$323K +1,402 New
IA
788
IFP Advisors
Florida
$300K -$449K -1,950 -49%
HIIFS
789
Harel Insurance Investments & Financial Services
Israel
$298K -$283K -1,229 -47%
BAWC
790
Boyce & Associates Wealth Consulting
Texas
$298K +$320K +1,388 New
HWM
791
HB Wealth Management
Georgia
$295K +$128K +557 +68%
WTC
792
WhitTier Trust Company
Nevada
$293K – – –
AFM
793
Andesa Financial Management
Pennsylvania
$293K +$4.38K +19 +1%
MG
794
Mather Group
Illinois
$292K +$81.1K +352 +35%
LFA
795
Legacy Financial Advisors
Kentucky
$289K -$12.7K -55 -4%
SWP
796
Stratos Wealth Partners
Ohio
$289K +$21.4K +93 +7%
BAM
797
Belpointe Asset Management
Nevada
$288K -$117K -506 -27%
WA
798
WP Advisors
California
$287K +$11.5K +50 +4%
ACI
799
Alpha Cubed Investments
California
$286K +$4.61K +20 +2%
SPWM
800
Schrum Private Wealth Management
Florida
$279K – – –
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32
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