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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
AG
851
Algert Global
California
$227K -$955K -4,543 -81%
CPW
852
Crestmont Private Wealth
Texas
$227K -$49K -233 -18%
FF
853
Fluent Financial
Texas
$226K +$229K +1,090 New
EPP
854
ETF Portfolio Partners
Kansas
$226K – – –
VFA
855
Valeo Financial Advisors
Indiana
$224K +$228K +1,084 New
KWA
856
Kingswood Wealth Advisors
California
$222K -$98.5K -469 -30%
BL
857
Balentine LLC
Georgia
$222K +$225K +1,072 New
NP
858
NorthRock Partners
Minnesota
$222K +$225K +1,072 New
FIB
859
First Interstate Bank
Montana
$220K -$4.2K -20 -2%
I
860
IMPACTfolio
Colorado
$220K +$9.46K +45 +4%
EWM
861
Evercore Wealth Management
New York
$219K – – –
OP
862
ORG Partners
Indiana
$218K +$6.09K +29 +3%
EWA
863
EP Wealth Advisors
California
$217K -$2.82M -13,400 -93%
BJL
864
Brighton Jones LLC
Washington
$216K +$219K +1,043 New
SFG
865
Synergy Financial Group
California
$214K +$9.04K +43 +4%
IAN
866
Integrated Advisors Network
Texas
$212K -$2.94K -14 -1%
GT
867
Glenview Trust
Kentucky
$212K +$4.62K +22 +2%
DS
868
DRW Securities
Illinois
$212K -$92.7K -441 -30%
MMPW
869
Mitchell McLeod Pugh & Williams
Alabama
$210K – – –
HAG
870
HF Advisory Group
Maryland
$209K +$208K +988 New
WCM
871
Wallace Capital Management
Texas
$207K -$336K -1,600 -62%
NL
872
NWAM LLC
Washington
$207K -$3.57K -17 -2%
SP
873
Saranac Partners
$207K -$1.05K -5 -0.5%
BHC
874
Bowen Hanes & Co
Florida
$207K – – –
TWM
875
TriaGen Wealth Management
California
$207K – – –