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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
826
Keudell/Morrison Wealth Management
Oregon
$385K +$65K +257 +21%
FC
827
FORA Capital
Florida
$384K +$373K +1,476 New
NWA
828
New World Advisors
Massachusetts
$382K -$4.05K -16 -1%
CWM
829
Connecticut Wealth Management
Connecticut
$380K +$5.31K +21 +1%
EAM
830
Empirical Asset Management
Massachusetts
$378K +$367K +1,452 New
RCA
831
Resonant Capital Advisors
Wisconsin
$378K +$367K +1,450 New
WBG
832
Wharton Business Group
Pennsylvania
$376K – – –
AC
833
ASB Consultores
Florida
$375K +$364K +1,439 New
IRC
834
Investors Research Corp
Georgia
$375K -$306K -1,210 -46%
MM
835
MQS Management
New York
$372K +$362K +1,430 New
PFPT
836
Pinnacle Financial Partners (Tennessee)
Tennessee
$371K +$2.28K +9 +0.6%
BFM
837
Boston Financial Management
Massachusetts
$370K +$26.1K +103 +8%
SCM
838
SOL Capital Management
Maryland
$370K – – –
AAS
839
Avantax Advisory Services
Texas
$369K +$30.9K +122 +9%
SP
840
Symmetry Partners
Connecticut
$368K – – –
WA
841
Wealth Alliance
New York
$365K -$20.5K -81 -5%
BC
842
Broadwater Capital
Massachusetts
$365K – – –
SRL
843
Scientech Research LLC
New Jersey
$364K +$354K +1,399 New
BCM
844
Brookstone Capital Management
Illinois
$362K +$30.6K +121 +10%
SAM
845
Smartleaf Asset Management
Massachusetts
$362K +$160K +634 +84%
BAWC
846
Boyce & Associates Wealth Consulting
Texas
$359K – – –
BWP
847
BSW Wealth Partners
Colorado
$357K +$124K +491 +56%
DWM
848
Dakota Wealth Management
Florida
$354K +$8.86K +35 +3%
ETIA
849
Epic Trust Investment Advisors
Washington
$354K – – –
BFM
850
Boothbay Fund Management
New York
$354K +$344K +1,359 New
32 33
34
35 36