We are live on ! Find out more
ADSK icon

Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
HHRDM
776
H&H Retirement Design & Management
Nevada
$466K +$8.81K +35 +2%
BHB
777
Bank Hapoalim BM
Israel
$466K -$255K -1,015 -38%
KCM
778
Kanawha Capital Management
Virginia
$461K – – –
VAS
779
Vestmark Advisory Solutions
Massachusetts
$458K -$28.9K -115 -6%
GDP
780
Great Diamond Partners
Maine
$455K -$326K -1,294 -44%
WAG
781
Wallace Advisory Group
California
$454K – – –
CI
782
Conning Inc
Connecticut
$454K -$1.26K -5 -0.3%
FT
783
Fiduciary Trust
Massachusetts
$449K -$3.02K -12 -0.7%
PTC
784
Petrus Trust Company
Texas
$449K +$411K +1,631 New
ACM
785
Aubrey Capital Management
United Kingdom
$448K – – –
CRC
786
Curi RMB Capital
Illinois
$448K +$14.9K +59 +4%
CWP
787
Curated Wealth Partners
California
$445K – – –
EFG
788
Everhart Financial Group
Ohio
$442K +$103K +410 +34%
FHA
789
Flagship Harbor Advisors
Massachusetts
$433K -$23.2K -92 -6%
SFS
790
Stiles Financial Services
Minnesota
$432K +$88.1K +350 +29%
BWP
791
BSW Wealth Partners
Colorado
$429K +$26.4K +105 +7%
SAM
792
Silvercrest Asset Management
New York
$428K – – –
CI
793
CX Institutional
Indiana
$427K +$27.7K +110 +8%
DWM
794
Defined Wealth Management
Oregon
$423K +$3.52K +14 +0.9%
FCBT
795
First Citizens Bank & Trust
North Carolina
$422K +$386K +1,533 New
1WA
796
180 Wealth Advisors
Washington
$421K -$16.4K -65 -4%
JWCA
797
J.W. Cole Advisors
Florida
$419K +$159K +631 +71%
Kayne Anderson Rudnick Investment Management
798
Kayne Anderson Rudnick Investment Management
California
$418K – – –
GC
799
Gilbert & Cook
Iowa
$418K +$36.2K +144 +10%
OWA
800
Outlook Wealth Advisors
Texas
$418K +$26.9K +107 +8%