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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
UCB
801
United Community Bank
South Carolina
$409K -$6.33K -25 -2%
CL
802
Choreo LLC
Illinois
$407K +$180K +711 +83%
TC
803
Trilogy Capital
California
$407K +$396K +1,564 New
HHRDM
804
H&H Retirement Design & Management
Nevada
$405K +$471K +1,863 New
AA
805
Advisory Alpha
Michigan
$402K +$97.9K +387 +33%
WA
806
Wambolt & Associates
Colorado
$401K -$2.28K -9 -0.6%
1WA
807
180 Wealth Advisors
Washington
$401K +$5.06K +20 +1%
CFG
808
Carr Financial Group
Massachusetts
$401K -$15.7K -62 -4%
IFG
809
Independent Financial Group
California
$400K -$12.4K -49 -3%
EI
810
Ellevest Inc
New York
$397K -$10.9K -43 -3%
BPCA
811
Bank Pictet & Cie (Asia)
Singapore
$397K -$1.35M -5,344 -78%
MCM
812
Manchester Capital Management
Vermont
$396K -$7.34K -29 -2%
DWM
813
Defined Wealth Management
Oregon
$396K +$506 +2 +0.1%
PWPS
814
Pinnacle Wealth Planning Services
Ohio
$396K +$759 +3 +0.2%
GT
815
Glenview Trust
Kentucky
$396K +$39K +154 +11%
SWM
816
Salvus Wealth Management
New Jersey
$395K -$22.5K -89 -6%
MWM
817
Moran Wealth Management
Florida
$394K +$137K +540 +55%
CWA
818
Clarity Wealth Advisors
California
$394K
Kayne Anderson Rudnick Investment Management
819
Kayne Anderson Rudnick Investment Management
California
$393K -$6.33K -25 -2%
ACM
820
Aubrey Capital Management
United Kingdom
$392K -$43.8K -173 -10%
TVM
821
True Vision MN
Minnesota
$391K +$454K +1,794 New
MSFS
822
Main Street Financial Solutions
Pennsylvania
$388K -$835K -3,299 -69%
FAIM
823
Financial Advocates Investment Management
Washington
$388K -$25.8K -102 -6%
KMWM
824
Keudell/Morrison Wealth Management
Oregon
$385K +$65K +257 +21%
FC
825
FORA Capital
Florida
$384K +$373K +1,476 New