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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
CI
801
CX Institutional
Indiana
$413K +$108K +425 +37%
OFS
802
OneAscent Financial Services
Alabama
$412K -$31.9K -126 -7%
UCB
803
United Community Bank
South Carolina
$409K -$6.33K -25 -2%
CL
804
Choreo LLC
Illinois
$407K +$180K +711 +83%
TC
805
Trilogy Capital
California
$407K +$396K +1,564 New
HHRDM
806
H&H Retirement Design & Management
Nevada
$405K +$471K +1,863 New
AA
807
Advisory Alpha
Michigan
$402K +$97.9K +387 +33%
WA
808
Wambolt & Associates
Colorado
$401K -$2.28K -9 -0.6%
1WA
809
180 Wealth Advisors
Washington
$401K +$5.06K +20 +1%
CFG
810
Carr Financial Group
Massachusetts
$401K -$15.7K -62 -4%
IFG
811
Independent Financial Group
California
$400K -$12.4K -49 -3%
EI
812
Ellevest Inc
New York
$397K -$10.9K -43 -3%
BPCA
813
Bank Pictet & Cie (Asia)
Singapore
$397K -$1.35M -5,344 -78%
MCM
814
Manchester Capital Management
Vermont
$396K -$7.34K -29 -2%
DWM
815
Defined Wealth Management
Oregon
$396K +$506 +2 +0.1%
PWPS
816
Pinnacle Wealth Planning Services
Ohio
$396K +$759 +3 +0.2%
GT
817
Glenview Trust
Kentucky
$396K +$39K +154 +11%
SWM
818
Salvus Wealth Management
New Jersey
$395K -$22.5K -89 -6%
MWM
819
Moran Wealth Management
Florida
$394K +$137K +540 +55%
CWA
820
Clarity Wealth Advisors
California
$394K – – –
Kayne Anderson Rudnick Investment Management
821
Kayne Anderson Rudnick Investment Management
California
$393K -$6.33K -25 -2%
ACM
822
Aubrey Capital Management
United Kingdom
$392K -$43.8K -173 -10%
TVM
823
True Vision MN
Minnesota
$391K +$454K +1,794 New
MSFS
824
Main Street Financial Solutions
Pennsylvania
$388K -$835K -3,299 -69%
FAIM
825
Financial Advocates Investment Management
Washington
$388K -$25.8K -102 -6%