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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
801
Foundations Investment Advisors
Arizona
$286K -$245K -1,219 -44%
NIMI
802
Natixis Investment Managers International
France
$285K -$57.6K -287 -16%
DWM
803
Defined Wealth Management
Oregon
$282K – – –
QPWM
804
Quadrant Private Wealth Management
Pennsylvania
$281K +$302K +1,505 New
MW
805
Marcum Wealth
Ohio
$281K -$57.6K -287 -16%
WMC
806
Westwood Management Corporation
Illinois
$280K – – –
DA
807
Dash Acquisitions
California
$280K -$77.5K -386 -20%
OL
808
Optas LLC
Texas
$280K -$201 -1 -0.1%
Kayne Anderson Rudnick Investment Management
809
Kayne Anderson Rudnick Investment Management
California
$279K – – –
MSFS
810
Main Street Financial Solutions
Pennsylvania
$277K +$17.5K +87 +6%
AWE
811
Avidian Wealth Enterprises
Texas
$277K +$297K +1,482 New
VWM
812
Venturi Wealth Management
Texas
$277K -$2.61K -13 -0.9%
GWM
813
Geneos Wealth Management
Colorado
$276K -$31.5K -157 -10%
WEG
814
World Equity Group
Illinois
$275K +$40.7K +203 +16%
BFG
815
Beacon Financial Group
Texas
$275K +$296K +1,474 New
SIM
816
Sentry Investment Management
Wisconsin
$270K -$65.4K -326 -18%
WBG
817
Wharton Business Group
Pennsylvania
$270K – – –
MOS
818
MGO One Seven
Ohio
$269K +$22.5K +112 +8%
I
819
InceptionR
California
$269K +$289K +1,439 New
SM
820
STF Management
Texas
$269K +$289K +1,438 New
BBW
821
Blue Barn Wealth
Utah
$268K -$113K -564 -28%
NICM
822
Neo Ivy Capital Management
New York
$267K +$287K +1,428 New
QCG
823
Quadrant Capital Group
Ohio
$266K +$29.1K +145 +11%
SCM
824
SOL Capital Management
Maryland
$265K – – –
AFM
825
Andesa Financial Management
Pennsylvania
$264K +$30.3K +151 +12%