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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
851
EPG Wealth Management
Georgia
$210K +$181K +688 New
PJB
852
Paul John Balson
California
$208K +$179K +680 New
CFA
853
Carroll Financial Associates
North Carolina
$207K +$140K +533 +363%
LCC
854
Lincoln Capital Corp
Rhode Island
$206K +$178K +676 New
FHC
855
First Horizon Corporation
Tennessee
$205K -$791 -3 -0.4%
Lincoln National Corp
856
Lincoln National Corp
Pennsylvania
$205K +$177K +673 New
TCM
857
Tran Capital Management
California
$204K +$176K +667 New
BCAM
858
Boston Common Asset Management
Massachusetts
$204K +$176K +669 New
FIM
859
Freedom Investment Management
Connecticut
$204K +$177K +670 New
Avantax Advisory Services
860
Avantax Advisory Services
Texas
$201K -$231K -878 -57%
Williams Jones Wealth Management
861
Williams Jones Wealth Management
New York
$201K +$173K +658 New
FWM
862
Focused Wealth Management
New York
$198K +$145K +550 +550%
NIMI
863
Natixis Investment Managers International
France
$198K +$171K +650 New
Magellan Asset Management
864
Magellan Asset Management
Australia
$191K +$143K +542 +645%
NFG
865
Next Financial Group
Texas
$188K -$13.4K -51 -8%
JCM
866
Jacobi Capital Management
Pennsylvania
$182K +$26.4K +100 +20%
IAIM
867
International Assets Investment Management
Florida
$180K +$155K +589 New
SC
868
Steph & Co
Wisconsin
$179K -$2.37K -9 -2%
MCM
869
Manchester Capital Management
Vermont
$178K +$2.9K +11 +2%
Covington Capital Management
870
Covington Capital Management
California
$172K +$13.2K +50 +10%
EI
871
Ellevest Inc
New York
$167K +$47.4K +180 +49%
Pathstone Family Office
872
Pathstone Family Office
New Jersey
$162K +$121K +460 +639%
Carson Wealth (CWM LLC)
873
Carson Wealth (CWM LLC)
Nebraska
$158K – – –
IFP Advisors
874
IFP Advisors
Florida
$156K +$20.3K +77 +19%
VC
875
Vestor Capital
Illinois
$153K +$52.7K +200 +67%