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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
901
Flagship Private Wealth
Massachusetts
$228K – – –
JIC
902
Johnson Investment Counsel
Ohio
$228K +$10.1K +45 +5%
FFM
903
Forum Financial Management
Illinois
$227K -$5.84K -26 -3%
PWA
904
Phoenix Wealth Advisors
North Carolina
$227K – – –
AWM
905
Aprio Wealth Management
Georgia
$227K -$192K -854 -48%
SWP
906
Stratos Wealth Partners
Ohio
$226K -$80.4K -358 -28%
AOWM
907
Alpha Omega Wealth Management
Virginia
$226K +$3.15K +14 +2%
RCA
908
Ranch Capital Advisors
Florida
$225K – – –
FFA
909
Florida Financial Advisors
Florida
$223K +$12.4K +55 +7%
IFU
910
iSAM Funds (UK)
United Kingdom
$221K -$294K -1,310 -59%
JWCA
911
J.W. Cole Advisors
Florida
$220K +$200K +890 New
SGI
912
Summit Global Investments
Utah
$216K +$196K +873 New
PWA
913
Physician Wealth Advisors
Utah
$216K +$191K +850 New
SMA
914
Sage Mountain Advisors
Georgia
$215K -$72.3K -322 -27%
CGA
915
Crescent Grove Advisors
Illinois
$215K -$54.1K -241 -22%
OFG
916
Oxford Financial Group
Indiana
$214K +$195K +866 New
FFA
917
Farther Finance Advisors
California
$214K +$24K +107 +14%
NB
918
NBT Bank
New York
$212K -$246K -1,095 -56%
A
919
AJOVista
Massachusetts
$212K – – –
BLC
920
Brown, Lisle/Cummings
Rhode Island
$210K – – –
PPWM
921
Paragon Private Wealth Management
Kentucky
$210K +$190K +847 New
IC
922
Inscription Capital
Texas
$208K +$189K +841 New
T
923
TOBAM
France
$207K +$36.4K +162 +24%
AF
924
Allworth Financial
California
$205K +$28.3K +126 +18%
SPWG
925
Sage Private Wealth Group
Illinois
$205K +$186K +827 New
35 36
37
38 39