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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
851
Buckingham Strategic Wealth
Missouri
$255K -$3.5K -12 -1%
MCM
852
Maryland Capital Management
Maryland
$253K +$262K +898 New
BTW
853
Boston Trust Walden
Massachusetts
$252K -$9.62K -33 -4%
CA
854
Calton & Associates
Florida
$252K +$11.7K +40 +5%
AWM
855
Altium Wealth Management
New York
$248K -$67K -230 -21%
ST
856
Smithfield Trust
Pennsylvania
$248K – – –
AMCA
857
Arthur M. Cohen & Associates
Illinois
$247K – – –
CGA
858
Crescent Grove Advisors
Illinois
$245K -$137K -470 -35%
IG
859
Ithaka Group
Virginia
$243K -$24.8M -85,151 -99%
OWA
860
Opal Wealth Advisors
New York
$243K +$252K +864 New
RMDI
861
R.M. Davis Inc
Maine
$242K – – –
BLC
862
Brown, Lisle/Cummings
Rhode Island
$239K +$248K +850 New
EWM
863
Empirical Wealth Management
Washington
$239K +$247K +849 New
MA
864
MJP Associates
Connecticut
$237K +$243K +835 New
AIA
865
Alera Investment Advisors
Illinois
$236K +$1.17K +4 +0.5%
FWCM
866
Ferguson Wellman Capital Management
Oregon
$233K – – –
NFG
867
Nadler Financial Group
Illinois
$233K – – –
RCA
868
Ranch Capital Advisors
Florida
$233K – – –
MPI
869
Mairs & Power Inc
Minnesota
$232K – – –
HH
870
Hilltop Holdings
Texas
$232K +$240K +825 New
CPIG
871
Chicago Partners Investment Group
Illinois
$231K -$216K -741 -42%
Lido Advisors
872
Lido Advisors
California
$230K -$1.17K -4 -0.5%
HWM
873
HB Wealth Management
Georgia
$230K +$238K +818 New
BCM
874
Brookstone Capital Management
Illinois
$230K +$256K +878 New
JCM
875
Jacobi Capital Management
Pennsylvania
$229K +$84.5K +290 +55%