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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
CPC
776
Consolidated Planning Corp
Georgia
$320K -$7.6K -38 -2%
OL
777
Optas LLC
Texas
$317K +$7K +35 +2%
FAFN
778
First Affirmative Financial Network
Colorado
$317K +$101K +503 +48%
T
779
TCWP
Ohio
$316K +$309K +1,543 New
KWA
780
Kingswood Wealth Advisors
California
$315K +$308K +1,541 New
Federated Hermes
781
Federated Hermes
Pennsylvania
$315K -$6.8K -34 -2%
HH
782
Hilltop Holdings
Texas
$314K +$10.8K +54 +4%
PWPS
783
Pinnacle Wealth Planning Services
Ohio
$313K -$28.8K -144 -9%
I
784
InceptionR
California
$313K -$410K -2,050 -57%
KMWM
785
Keudell/Morrison Wealth Management
Oregon
$313K -$15.6K -78 -5%
MSFS
786
Main Street Financial Solutions
Pennsylvania
$311K -$5.8K -29 -2%
CP
787
Castleview Partners
Texas
$310K -$108K -540 -26%
Kayne Anderson Rudnick Investment Management
788
Kayne Anderson Rudnick Investment Management
California
$310K +$1.8K +9 +0.6%
DWM
789
Defined Wealth Management
Oregon
$309K +$200 +1 +0.1%
QPWM
790
Quadrant Private Wealth Management
Pennsylvania
$308K
WMC
791
Westwood Management Corporation
Illinois
$307K
CFG
792
Carr Financial Group
Massachusetts
$307K
AC
793
AXQ Capital
New Jersey
$307K +$60K +300 +25%
PAM
794
Paradigm Asset Management
New York
$307K +$300K +1,500 New
CRC
795
Curi RMB Capital
Illinois
$305K +$86K +430 +41%
CS
796
Comerica Securities
Michigan
$304K -$66.2K -331 -18%
JHP
797
James Hambro & Partners
United Kingdom
$303K -$11K -55 -4%
CI
798
CX Institutional
Indiana
$302K +$296K +1,478 New
FFA
799
First Foundation Advisors
California
$300K +$15.4K +77 +6%
DS
800
DRW Securities
Illinois
$300K +$294K +1,468 New