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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
801
Meritas Wealth Management
California
$672K +$248K +815 +63%
CI
802
Cigna Investments
Connecticut
$665K -$5.49K -18 -0.9%
BCM
803
Brookstone Capital Management
Illinois
$657K -$51.5K -169 -8%
V
804
VeraBank
Texas
$650K -$62.5K -205 -9%
AIM
805
Alhambra Investment Management
Florida
$649K -$5.79K -19 -0.9%
IWM
806
IHT Wealth Management
Illinois
$649K +$3.96K +13 +0.6%
PI
807
PFG Investments
New York
$646K -$159K -523 -20%
MIA
808
MainStreet Investment Advisors
Illinois
$646K -$198K -649 -24%
SCM
809
Schnieders Capital Management
California
$645K +$160K +525 +35%
CGL
810
Clarius Group LLC
Washington
$641K +$5.79K +19 +1%
CFM
811
Catalyst Funds Management
Australia
$635K +$609K +2,000 New
GWM
812
Gibbs Wealth Management
Georgia
$634K -$108K -356 -15%
PFPT
813
Pinnacle Financial Partners (Tennessee)
Tennessee
$617K +$6.4K +21 +1%
VFA
814
Valeo Financial Advisors
Indiana
$610K +$3.35K +11 +0.6%
IFWM
815
Institute for Wealth Management
Colorado
$609K +$27.4K +90 +5%
FFA
816
Farther Finance Advisors
California
$606K +$200K +655 +52%
CP
817
Canopy Partners
Ohio
$605K +$91.7K +301 +19%
SMA
818
Sage Mountain Advisors
Georgia
$604K +$167K +548 +41%
OL
819
Optas LLC
Texas
$604K +$42.7K +140 +8%
CFG
820
Citizens Financial Group
Rhode Island
$600K +$41.1K +135 +8%
PCM
821
Pinnbrook Capital Management
New York
$599K +$575K +1,887 New
RCM
822
Requisite Capital Management
Texas
$595K +$570K +1,872 New
ICP
823
Impact Capital Partners
Colorado
$594K -$609 -2 -0.1%
SCP
824
Sivia Capital Partners
California
$580K -$197K -647 -26%
PPWP
825
Premier Path Wealth Partners
New Jersey
$576K +$19.5K +64 +4%
31 32
33
34 35