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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
851
Synergy Financial Group
California
$232K -$107K -532 -30%
LSA
852
Lion Street Advisors
Texas
$232K +$146K +729 New
MAM
853
Martingale Asset Management
Massachusetts
$232K +$249K +1,239 New
CFG
854
Cooper Financial Group
California
$230K -$11.4K -57 -4%
CWM
855
Connecticut Wealth Management
Connecticut
$230K +$30.1K +150 +14%
AAS
856
Ameritas Advisory Services
Nebraska
$229K -$54.6K -272 -18%
JIC
857
Johnson Investment Counsel
Ohio
$229K +$13.4K +67 +6%
EWA
858
EP Wealth Advisors
California
$229K +$245K +1,223 New
SFA
859
Semmax Financial Advisors
North Carolina
$228K +$228K +1,137 New
NS
860
Newman & Schimel
Illinois
$224K +$241K +1,200 New
OC
861
Oakworth Capital
Alabama
$224K +$7.42K +37 +3%
FWA
862
FSM Wealth Advisors
Ohio
$221K +$237K +1,181 New
OWM
863
OneAscent Wealth Management
Alabama
$218K +$234K +1,167 New
FWM
864
FFT Wealth Management
Pennsylvania
$218K – – –
DWM
865
Drive Wealth Management
Utah
$217K -$147K -733 -39%
MGIA
866
Matthew Goff Investment Advisor
Texas
$214K – – –
OWA
867
Opal Wealth Advisors
New York
$212K +$12K +60 +6%
SRG
868
SBB Research Group
Illinois
$212K +$227K +1,133 New
ZIG
869
Zullo Investment Group
Pennsylvania
$211K – – –
PCM
870
Penserra Capital Management
California
$211K +$18.3K +91 +9%
NHC
871
Nicholas Hoffman & Company
Georgia
$210K +$8.03K +40 +4%
SLG
872
Stanley-Laman Group
Pennsylvania
$209K – – –
GG
873
Gofen & Glossberg
Illinois
$209K -$53.4K -266 -19%
IFU
874
iSAM Funds (UK)
United Kingdom
$209K +$224K +1,116 New
HCMG
875
Howard Capital Management Group
California
$208K – – –
33 34
35
36 37