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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
801
Mather Group
Illinois
$300K +$70.6K +353 +32%
IAIM
802
International Assets Investment Management
Florida
$300K +$408K +2,039 +32%
IPAM
803
ICICI Prudential Asset Management
India
$298K +$15K +75 +5%
NWA
804
New World Advisors
Massachusetts
$297K -$89.4K -447 -24%
CFG
805
Cooper Financial Group
California
$296K +$9.8K +49 +4%
WBG
806
Wharton Business Group
Pennsylvania
$296K – – –
EI
807
Ellevest Inc
New York
$293K +$6.8K +34 +2%
FIA
808
Foundations Investment Advisors
Arizona
$293K -$3.4K -17 -1%
SIM
809
Sentry Investment Management
Wisconsin
$292K – – –
CWA
810
Clarity Wealth Advisors
California
$292K +$285K +1,425 New
SCM
811
SOL Capital Management
Maryland
$291K – – –
WA
812
Wambolt & Associates
Colorado
$290K -$30.2K -151 -10%
GC
813
GFG Capital
Florida
$285K -$271K -1,355 -49%
BAWC
814
Boyce & Associates Wealth Consulting
Texas
$284K – – –
SM
815
STF Management
Texas
$284K -$220K -1,101 -44%
MW
816
Marcum Wealth
Ohio
$281K -$44.6K -223 -14%
CIA
817
Cape Investment Advisory
Georgia
$281K +$2.8K +14 +1%
B
818
Barings
North Carolina
$276K – – –
CWP
819
Curated Wealth Partners
California
$276K +$38.6K +193 +17%
OCBCO
820
Oversea-Chinese Banking Corp (OCBC)
Singapore
$273K +$267K +1,333 New
CPW
821
Crestmont Private Wealth
Texas
$272K +$266K +1,330 New
MCM
822
Manchester Capital Management
Vermont
$272K -$239K -1,194 -47%
ETIA
823
Epic Trust Investment Advisors
Washington
$268K -$49.6K -248 -16%
HFM
824
Harvest Fund Management
China
$268K +$97.4K +487 +59%
SPWM
825
Schrum Private Wealth Management
Florida
$266K – – –
31 32
33
34 35