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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
901
International Assets Investment Management
Florida
$266K +$143M +566,826 +58,375%
NL
902
NWAM LLC
Washington
$265K -$252 -1 -0.1%
SMA
903
Sage Mountain Advisors
Georgia
$263K +$21.4K +85 +10%
T
904
TOBAM
France
$263K +$29.2K +116 +14%
GCM
905
Gallacher Capital Management
Colorado
$262K +$3.78K +15 +2%
LA
906
Legacy Advisors
Pennsylvania
$262K +$239K +950 New
DF
907
Dunhill Financial
United Kingdom
$261K +$5.79K +23 +2%
IAS
908
Insigneo Advisory Services
Florida
$261K -$37.8K -150 -14%
EWM
909
Evercore Wealth Management
New York
$260K
MFG
910
Merit Financial Group
Georgia
$258K -$213K -845 -47%
BCWM
911
Bartlett & Co Wealth Management
Ohio
$257K +$1.51K +6 +0.6%
SIM
912
Sentry Investment Management
Wisconsin
$256K
FPW
913
Flagship Private Wealth
Massachusetts
$253K
PWA
914
Phoenix Wealth Advisors
North Carolina
$253K
SMA
915
Seven Mile Advisory
New Jersey
$253K +$26.7K +106 +13%
FFM
916
Forum Financial Management
Illinois
$252K -$1.01K -4 -0.4%
RCA
917
Ranch Capital Advisors
Florida
$251K
GWM
918
Gibbs Wealth Management
Georgia
$249K +$227K +903 New
AOWM
919
Alpha Omega Wealth Management
Virginia
$248K -$2.52K -10 -1%
FLII
920
First Long Island Investors
New York
$245K -$8.97M -35,652 -98%
PWA
921
Physician Wealth Advisors
Utah
$244K
PI
922
PEAK6 Investments
Illinois
$241K +$221K +876 New
MAM
923
Magellan Asset Management
Australia
$241K -$30K -119 -12%
MWM
924
Modern Wealth Management
Kansas
$240K +$219K +871 New
CGA
925
Crescent Grove Advisors
Illinois
$240K