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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
851
OneDigital Investment Advisors
Kansas
$243K +$240K +1,166 New
CWP
852
Curated Wealth Partners
California
$240K +$238K +1,154 New
MGIA
853
Matthew Goff Investment Advisor
Texas
$238K
CG
854
Corundum Group
Colorado
$237K +$235K +1,139 New
ECU
855
Eisler Capital (US)
New York
$237K +$234K +1,138 New
ZIG
856
Zullo Investment Group
Pennsylvania
$236K +$1.03K +5 +0.4%
PA
857
Pinnacle Associates
New York
$236K +$8.03K +39 +4%
NRC
858
New Republic Capital
North Carolina
$236K +$7.41K +36 +3%
HCMG
859
Howard Capital Management Group
California
$232K
MG
860
Mather Group
Illinois
$232K -$27.2K -132 -11%
NHC
861
Nicholas Hoffman & Company
Georgia
$231K -$2.88K -14 -1%
DWM
862
Drive Wealth Management
Utah
$229K -$12.4K -60 -5%
EPP
863
ETF Portfolio Partners
Kansas
$227K
TIMH
864
Tilt Investment Management Holdings
New York
$226K +$235K +1,139 New
FAIM
865
Financial Advocates Investment Management
Washington
$226K +$224K +1,086 New
FIB
866
First Interstate Bank
Montana
$226K
FPCG
867
Fort Pitt Capital Group
Pennsylvania
$226K +$223K +1,084 New
CWM
868
Connecticut Wealth Management
Connecticut
$225K -$30.9K -150 -12%
AWE
869
Avidian Wealth Enterprises
Texas
$221K -$86.5K -420 -28%
CRC
870
Curi RMB Capital
Illinois
$221K +$218K +1,061 New
EWM
871
Evercore Wealth Management
New York
$221K +$218K +1,060 New
AAS
872
Avantax Advisory Services
Texas
$219K +$217K +1,052 New
FAFN
873
First Affirmative Financial Network
Colorado
$218K +$216K +1,047 New
AFM
874
Andesa Financial Management
Pennsylvania
$218K -$21.4K -104 -7%
USCWA
875
U.S. Capital Wealth Advisors
Texas
$216K