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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
826
Sage Mountain Advisors
Georgia
$580K +$17.9K +59 +3%
ACA
827
Aptus Capital Advisors
Alabama
$580K +$92.9K +307 +19%
LA
828
Lifeworks Advisors
Michigan
$576K +$108K +357 +22%
AG
829
Ascent Group
Virginia
$570K +$37.8K +125 +7%
AIM
830
Alhambra Investment Management
Florida
$569K -$36.6K -121 -6%
EW
831
Evoke Wealth
California
$567K +$53.3K +176 +10%
HIP
832
HUB Investment Partners
Texas
$559K +$571K +1,888 New
QI
833
Qtron Investments
Massachusetts
$558K -$82.3K -272 -13%
LAM
834
LECAP Asset Management
United Kingdom
$556K +$569K +1,879 New
CP
835
Canopy Partners
Ohio
$551K -$12.4K -41 -2%
MYIA
836
Mount Yale Investment Advisors
Colorado
$550K +$562K +1,858 New
CA
837
CoreCap Advisors
Michigan
$548K -$131K -432 -19%
AF
838
Allworth Financial
California
$546K +$175K +578 +46%
AWM
839
Aprio Wealth Management
Georgia
$543K +$141K +467 +34%
ICP
840
Impact Capital Partners
Colorado
$542K -$11.5K -38 -2%
NAM
841
NorthCrest Asset Manangement
Minnesota
$542K +$222K +733 +64%
GWM
842
Gibbs Wealth Management
Georgia
$540K -$11.8K -39 -2%
IFWM
843
Institute for Wealth Management
Colorado
$539K -$30K -99 -5%
EWM
844
Empirical Wealth Management
Washington
$538K +$313K +1,033 +132%
SCM
845
Stevens Capital Management
Pennsylvania
$535K -$482K -1,593 -47%
SFI
846
Susquehanna Fundamental Investments
Pennsylvania
$528K +$540K +1,784 New
HAP
847
Harbor Asset Planning
Massachusetts
$527K – – –
SW
848
Simplicity Wealth
New Jersey
$527K -$399K -1,319 -43%
SAM
849
Silvercrest Asset Management
New York
$525K +$5.45K +18 +1%
WS
850
Wedbush Securities
California
$522K +$42.4K +140 +9%
32 33
34
35 36