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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
801
Valeo Financial Advisors
Indiana
$409K -$70K -278 -16%
CPW
802
Crestmont Private Wealth
Texas
$407K +$24.7K +98 +7%
EI
803
Ellevest Inc
New York
$404K -$48.3K -192 -12%
BIG
804
Brooklyn Investment Group
New York
$404K +$58.9K +234 +19%
UCB
805
United Community Bank
South Carolina
$404K -$39K -155 -10%
PP
806
PDS Planning
Ohio
$403K +$22.2K +88 +6%
WA
807
Wambolt & Associates
Colorado
$403K -$20.4K -81 -5%
HTC
808
Haverford Trust Company
Pennsylvania
$400K +$27.9K +111 +8%
WBG
809
Wharton Business Group
Pennsylvania
$398K -$9.31K -37 -2%
PAM
810
Panagora Asset Management
Massachusetts
$397K -$14M -55,489 -97%
IRC
811
Investors Research Corp
Georgia
$396K – – –
PWPS
812
Pinnacle Wealth Planning Services
Ohio
$392K -$11.3K -45 -3%
SCM
813
SOL Capital Management
Maryland
$391K – – –
OCBCO
814
Oversea-Chinese Banking Corp (OCBC)
Singapore
$391K -$285K -1,131 -44%
MSFS
815
Main Street Financial Solutions
Pennsylvania
$391K -$15.6K -62 -4%
VCM
816
Virtue Capital Management
Tennessee
$388K -$18.6K -74 -5%
FFS
817
Founders Financial Securities
Maryland
$388K -$4.28K -17 -1%
CA
818
Claro Advisors
Massachusetts
$387K +$354K +1,405 New
BC
819
Broadwater Capital
Massachusetts
$386K – – –
NPI
820
New Perspectives Inc
Mississippi
$386K +$352K +1,400 New
BFM
821
Boston Financial Management
Massachusetts
$385K – – –
IAM
822
Impact Asset Management
$384K +$351K +1,393 New
BIA
823
Bigelow Investment Advisors
Maine
$383K +$12.1K +48 +4%
NAMA
824
Nikko Asset Management Americas
New York
$381K -$12.6K -50 -3%
BAWC
825
Boyce & Associates Wealth Consulting
Texas
$380K – – –
31 32
33
34 35