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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
851
Financial Advocates Investment Management
Washington
$243K +$20K +100 +9%
LFG
852
Larson Financial Group
Missouri
$241K -$6.6K -33 -3%
CW
853
CreativeOne Wealth
Kansas
$236K +$231K +1,155 New
FWM
854
FFT Wealth Management
Pennsylvania
$236K -$6.8K -34 -3%
MGIA
855
Matthew Goff Investment Advisor
Texas
$236K +$1.8K +9 +0.8%
OIA
856
OneDigital Investment Advisors
Kansas
$236K -$3K -15 -1%
TIMH
857
Tilt Investment Management Holdings
New York
$233K – – –
KP
858
Keel Point
Alabama
$232K -$14K -70 -6%
ZIG
859
Zullo Investment Group
Pennsylvania
$231K -$1.6K -8 -0.7%
SSA
860
Schonfeld Strategic Advisors
New York
$229K -$1.18M -5,906 -84%
QCG
861
Quadrant Capital Group
Ohio
$229K -$68.8K -344 -24%
HCMG
862
Howard Capital Management Group
California
$228K – – –
SPA
863
Sherbrooke Park Advisers
New York
$225K +$220K +1,100 New
EPP
864
ETF Portfolio Partners
Kansas
$223K – – –
FIB
865
First Interstate Bank
Montana
$222K – – –
CG
866
Corundum Group
Colorado
$222K -$11.2K -56 -5%
PA
867
Pinnacle Associates
New York
$221K -$10.8K -54 -5%
CWM
868
Connecticut Wealth Management
Connecticut
$221K – – –
USCWA
869
U.S. Capital Wealth Advisors
Texas
$220K +$7.4K +37 +4%
EWM
870
Evercore Wealth Management
New York
$217K – – –
AAS
871
Avantax Advisory Services
Texas
$214K -$800 -4 -0.4%
EWA
872
EP Wealth Advisors
California
$214K +$2.68M +13,424 +1,311%
IAN
873
Integrated Advisors Network
Texas
$213K -$27K -135 -11%
OP
874
ORG Partners
Indiana
$209K +$205K +1,023 New
I
875
IMPACTfolio
Colorado
$209K +$204K +1,020 New
33 34
35
36 37