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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
776
Kanawha Capital Management
Virginia
$461K
VAS
777
Vestmark Advisory Solutions
Massachusetts
$458K -$28.9K -115 -6%
GDP
778
Great Diamond Partners
Maine
$455K -$326K -1,294 -44%
WAG
779
Wallace Advisory Group
California
$454K
CI
780
Conning Inc
Connecticut
$454K -$1.26K -5 -0.3%
FT
781
Fiduciary Trust
Massachusetts
$449K -$3.02K -12 -0.7%
PTC
782
Petrus Trust Company
Texas
$449K +$411K +1,631 New
ACM
783
Aubrey Capital Management
United Kingdom
$448K
CRC
784
Curi RMB Capital
Illinois
$448K +$14.9K +59 +4%
CWP
785
Curated Wealth Partners
California
$445K
EFG
786
Everhart Financial Group
Ohio
$442K +$103K +410 +34%
FHA
787
Flagship Harbor Advisors
Massachusetts
$433K -$23.2K -92 -6%
SFS
788
Stiles Financial Services
Minnesota
$432K +$88.1K +350 +29%
BWP
789
BSW Wealth Partners
Colorado
$429K +$26.4K +105 +7%
SAM
790
Silvercrest Asset Management
New York
$428K
CI
791
CX Institutional
Indiana
$427K +$27.7K +110 +8%
DWM
792
Defined Wealth Management
Oregon
$423K +$3.52K +14 +0.9%
FCBT
793
First Citizens Bank & Trust
North Carolina
$422K +$386K +1,533 New
1WA
794
180 Wealth Advisors
Washington
$421K -$16.4K -65 -4%
JWCA
795
J.W. Cole Advisors
Florida
$419K +$159K +631 +71%
Kayne Anderson Rudnick Investment Management
796
Kayne Anderson Rudnick Investment Management
California
$418K
GC
797
Gilbert & Cook
Iowa
$418K +$36.2K +144 +10%
OWA
798
Outlook Wealth Advisors
Texas
$418K +$26.9K +107 +8%
CWA
799
Clarity Wealth Advisors
California
$413K -$11.3K -45 -3%
AWM
800
Axxcess Wealth Management
California
$410K +$95.9K +381 +34%