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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
826
Meritas Wealth Management
California
$271K – – –
SPWM
827
Schrum Private Wealth Management
Florida
$271K – – –
RC
828
Roundview Capital
New Jersey
$269K +$266K +1,292 New
SAM
829
Smithbridge Asset Management
Pennsylvania
$267K +$265K +1,285 New
C
830
Certuity
Florida
$266K -$12.6K -61 -5%
FWA
831
FSM Wealth Advisors
Ohio
$265K +$18.7K +91 +8%
ST
832
Smithfield Trust
Pennsylvania
$262K +$80.7K +392 +45%
BC
833
Bridgefront Capital
Texas
$262K -$473K -2,296 -65%
MAM
834
Morse Asset Management
Connecticut
$257K +$254K +1,233 New
JIC
835
Johnson Investment Counsel
Ohio
$257K +$2.06K +10 +0.8%
AAS
836
Ameritas Advisory Services
Nebraska
$255K +$10.7K +52 +4%
ACI
837
Alpha Cubed Investments
California
$254K -$27.8K -135 -10%
LFG
838
Larson Financial Group
Missouri
$252K +$43.4K +211 +21%
KP
839
Keel Point
Alabama
$251K +$248K +1,206 New
AC
840
AXQ Capital
New Jersey
$250K +$247K +1,200 New
OC
841
Oakworth Capital
Alabama
$250K – – –
SWM
842
SeaCrest Wealth Management
New York
$250K -$22.6K -110 -8%
BCM
843
Becker Capital Management
Oregon
$249K -$22.4K -109 -8%
BFG
844
Beacon Financial Group
Texas
$248K -$45.7K -222 -15%
FWM
845
FFT Wealth Management
Pennsylvania
$247K +$4.32K +21 +2%
GWM
846
Geneos Wealth Management
Colorado
$246K -$61.4K -298 -20%
SWS
847
SYSTM Wealth Solutions
Illinois
$245K -$1.96M -9,542 -89%
NC
848
NinePointTwo Capital
California
$245K +$242K +1,177 New
IAN
849
Integrated Advisors Network
Texas
$245K -$126K -613 -34%
OWA
850
Opal Wealth Advisors
New York
$243K +$6.38K +31 +3%
32 33
34
35 36