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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
ZF
776
Zhang Financial
Michigan
$336K -$69.6K -338 -17%
KMWM
777
Keudell/Morrison Wealth Management
Oregon
$335K +$10.3K +50 +3%
CPC
778
Consolidated Planning Corp
Georgia
$333K – – –
MW
779
Marcum Wealth
Ohio
$332K +$18.7K +91 +6%
HTC
780
Haverford Trust Company
Pennsylvania
$329K +$326K +1,582 New
LOAME
781
Lombard Odier Asset Management (Europe)
United Kingdom
$329K +$326K +1,581 New
SWM
782
Salvus Wealth Management
New Jersey
$329K +$37.3K +181 +13%
BHCM
783
Brevan Howard Capital Management
Jersey
$328K +$325K +1,578 New
Federated Hermes
784
Federated Hermes
Pennsylvania
$328K -$21.4K -104 -6%
FFA
785
Founders Financial Alliance
North Carolina
$328K +$67.9K +330 +25%
WA
786
Wambolt & Associates
Colorado
$326K -$17.7K -86 -5%
ETIA
787
Epic Trust Investment Advisors
Washington
$324K -$149K -723 -32%
MSFS
788
Main Street Financial Solutions
Pennsylvania
$322K +$13.8K +67 +5%
NRD
789
Nebula Research & Development
New York
$321K +$318K +1,544 New
ACM
790
Acrisure Capital Management
Texas
$320K +$317K +1,538 New
JHP
791
James Hambro & Partners
United Kingdom
$320K +$206 +1 +0.1%
DF
792
Donoghue Forlines
Massachusetts
$317K -$25.5K -124 -8%
OL
793
Optas LLC
Texas
$315K +$3.91K +19 +1%
DWM
794
Defined Wealth Management
Oregon
$314K – – –
Kayne Anderson Rudnick Investment Management
795
Kayne Anderson Rudnick Investment Management
California
$313K +$2.27K +11 +0.7%
QPWM
796
Quadrant Private Wealth Management
Pennsylvania
$313K -$412 -2 -0.1%
CFG
797
Carr Financial Group
Massachusetts
$312K +$309K +1,500 New
WMC
798
Westwood Management Corporation
Illinois
$312K – – –
HT
799
Headlands Technologies
Illinois
$312K +$308K +1,498 New
IFG
800
Independent Financial Group
California
$309K +$25.1K +122 +9%