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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
801
Perigon Wealth Management
California
$224K +$31.3K +163 +14%
IWC
802
Integrated Wealth Concepts
Massachusetts
$223K -$73.5K -382 -23%
NL
803
NWAM LLC
Washington
$223K -$3.46K -18 -1%
HFG
804
Heron Financial Group
New York
$223K +$25K +130 +11%
MA
805
MUFG Americas
New York
$217K +$68.3K +355 +39%
FFA
806
First Foundation Advisors
California
$216K -$340K -1,769 -58%
SWP
807
Stratos Wealth Partners
Ohio
$215K -$18.3K -95 -7%
IEFM
808
IQ EQ Fund Management
Ireland
$214K +$24.2K +126 +11%
VT
809
Vise Technologies
New York
$214K +$239K +1,242 New
EF
810
Empowered Funds
Pennsylvania
$213K +$238K +1,240 New
ZIG
811
Zullo Investment Group
Pennsylvania
$212K +$1.15K +6 +0.5%
FPCG
812
Fort Pitt Capital Group
Pennsylvania
$210K +$28.8K +150 +14%
AP
813
Americana Partners
Texas
$208K -$257K -1,339 -52%
CA
814
Crewe Advisors
Utah
$207K +$147K +767 +175%
OTPPB
815
Ontario Teachers' Pension Plan Board
Ontario, Canada
$206K +$230K +1,198 New
RPC
816
Rossmore Private Capital
Connecticut
$206K +$231K +1,200 New
LNC
817
Lincoln National Corp
Pennsylvania
$205K +$37.9K +197 +20%
QCG
818
Quadrant Capital Group
Ohio
$205K +$63.7K +331 +38%
MFG
819
Merit Financial Group
Georgia
$205K +$230K +1,194 New
SFA
820
Sequoia Financial Advisors
Ohio
$204K +$228K +1,184 New
CP
821
Castleview Partners
Texas
$202K -$193K -1,006 -51%
SW
822
SkyOak Wealth
Michigan
$202K +$36.2K +188 +19%
JIC
823
Johnson Investment Counsel
Ohio
$201K -$1.35K -7 -0.6%
OC
824
Oakworth Capital
Alabama
$200K – – –
T
825
TOBAM
France
$193K +$87.5K +455 +68%