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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
826
Schrum Private Wealth Management
Florida
$266K – – –
MWM
827
Meritas Wealth Management
California
$266K – – –
AC
828
AlphaCore Capital
California
$266K +$57K +285 +28%
VWM
829
Venturi Wealth Management
Texas
$265K -$24.6K -123 -9%
CG
830
Cutler Group
California
$264K -$135K -675 -34%
C
831
Certuity
Florida
$263K +$2.2K +11 +0.9%
HFG
832
Heron Financial Group
New York
$263K -$15.8K -79 -6%
SAM
833
Smithbridge Asset Management
Pennsylvania
$263K – – –
BFM
834
Boston Financial Management
Massachusetts
$260K -$145K -724 -36%
ST
835
Smithfield Trust
Pennsylvania
$258K – – –
FCP
836
Fidelis Capital Partners
Florida
$257K +$35.4K +177 +16%
AFM
837
Abbot Financial Management
Massachusetts
$253K -$78.4K -392 -24%
SWM
838
SeaCrest Wealth Management
New York
$250K +$5K +25 +2%
FPCG
839
Fort Pitt Capital Group
Pennsylvania
$250K +$27.6K +138 +13%
ACI
840
Alpha Cubed Investments
California
$249K – – –
SWP
841
Stratos Wealth Partners
Ohio
$248K +$243K +1,213 New
LSA
842
Lion Street Advisors
Texas
$246K +$155K +774 New
AR
843
Advisory Research
Illinois
$246K +$240K +1,201 New
OC
844
Oakworth Capital
Alabama
$245K – – –
BCM
845
Becker Capital Management
Oregon
$245K – – –
IF
846
Intrua Financial
Texas
$244K +$239K +1,194 New
BFG
847
Beacon Financial Group
Texas
$244K -$13.4K -67 -5%
SMA
848
Sage Mountain Advisors
Georgia
$244K -$85.6K -428 -26%
BCM
849
Brookstone Capital Management
Illinois
$243K -$42.4K -212 -15%
FCH
850
Freestone Capital Holdings
Washington
$243K -$117K -585 -33%