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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
826
Meritas Wealth Management
California
$317K – – –
AAS
827
Avantax Advisory Services
Texas
$315K -$1.08K -5 -0.4%
ICG
828
InterOcean Capital Group
Tennessee
$315K -$13K -60 -4%
C
829
Certuity
Florida
$313K +$648 +3 +0.2%
FTIS
830
First Trust Investment Solutions
Florida
$312K +$277K +1,281 New
BAM
831
Blueshift Asset Management
New Jersey
$311K +$276K +1,276 New
AT
832
Arlington Trust
Alabama
$310K +$275K +1,275 New
BCM
833
Brookstone Capital Management
Illinois
$309K +$274K +1,268 New
GC
834
Globeflex Capital
California
$307K +$78K +361 +40%
VWM
835
Venturi Wealth Management
Texas
$306K +$9.72K +45 +4%
AC
836
AlphaCore Capital
California
$304K -$2.16K -10 -0.8%
AWM
837
Axxcess Wealth Management
California
$304K +$270K +1,249 New
BFG
838
Beacon Financial Group
Texas
$304K +$10.6K +49 +4%
WTC
839
WhitTier Trust Company
Nevada
$304K -$107K -497 -28%
MA
840
Montag & Associates
Georgia
$303K +$60.5K +280 +29%
SMA
841
Sage Mountain Advisors
Georgia
$302K +$5.83K +27 +2%
FFA
842
Founders Financial Alliance
North Carolina
$302K -$92.2K -427 -26%
MFG
843
Merit Financial Group
Georgia
$302K +$268K +1,240 New
FMLI
844
Fukoku Mutual Life Insurance
Japan
$302K – – –
PPC
845
Park Place Capital
Alabama
$301K -$17.5K -81 -6%
ST
846
Smithfield Trust
Pennsylvania
$301K – – –
IF
847
Intrua Financial
Texas
$299K -$50.3K -233 -16%
KMWM
848
Keudell/Morrison Wealth Management
Oregon
$297K -$66.7K -309 -20%
ACI
849
Alpha Cubed Investments
California
$297K – – –
MW
850
Marcum Wealth
Ohio
$294K -$17.9K -83 -6%
32 33
34
35 36