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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
EPP
876
ETF Portfolio Partners
Kansas
$265K – – –
MFC
877
Morris Financial Concepts
South Carolina
$264K +$234K +1,085 New
AFM
878
Abbot Financial Management
Massachusetts
$261K -$57.9K -268 -20%
FIB
879
First Interstate Bank
Montana
$259K – – –
PPWP
880
Premier Path Wealth Partners
New Jersey
$258K +$229K +1,061 New
SGI
881
Summit Global Investments
Utah
$256K +$227K +1,052 New
SWM
882
SeaCrest Wealth Management
New York
$255K -$479K -2,217 -67%
FFS
883
Founders Financial Securities
Maryland
$255K +$10.6K +49 +5%
SFG
884
Synergy Financial Group
California
$254K +$2.59K +12 +1%
GM
885
GeoWealth Management
Illinois
$253K +$224K +1,039 New
BJL
886
Brighton Jones LLC
Washington
$253K -$864 -4 -0.4%
TWM
887
TriaGen Wealth Management
California
$252K +$7.56K +35 +4%
EWS
888
Eagle Wealth Strategies
New Jersey
$251K +$223K +1,032 New
IAN
889
Integrated Advisors Network
Texas
$250K – – –
OWA
890
Outlook Wealth Advisors
Texas
$248K +$220K +1,020 New
QCG
891
Quadrant Capital Group
Ohio
$247K -$25K -116 -10%
BTI
892
Blue Trust Inc
Georgia
$247K +$38.7K +179 +18%
CC
893
Cipher Capital
New York
$247K +$219K +1,014 New
EP
894
Edgestream Partners
New Jersey
$244K -$1.65M -7,628 -88%
BHC
895
Bowen Hanes & Co
Florida
$243K – – –
SP
896
Saranac Partners
$243K – – –
WCM
897
Wallace Capital Management
Texas
$243K – – –
KJHP
898
K.J. Harrison & Partners
Ontario, Canada
$243K +$216K +1,000 New
TPI
899
Trust Point Inc
Wisconsin
$243K +$215K +997 New
MGIA
900
Moneta Group Investment Advisors
Missouri
$242K +$4.32K +20 +2%
34 35
36
37 38