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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
901
Morris Financial Concepts
South Carolina
$269K -$25.7K -102 -9%
CAM
902
Cozad Asset Management
Illinois
$267K – – –
NL
903
NWAM LLC
Washington
$265K -$252 -1 -0.1%
SMA
904
Sage Mountain Advisors
Georgia
$263K +$21.4K +85 +10%
T
905
TOBAM
France
$263K +$29.2K +116 +14%
GCM
906
Gallacher Capital Management
Colorado
$262K +$3.78K +15 +2%
LA
907
Legacy Advisors
Pennsylvania
$262K +$239K +950 New
DF
908
Dunhill Financial
United Kingdom
$261K +$5.79K +23 +2%
IAS
909
Insigneo Advisory Services
Florida
$261K -$37.8K -150 -14%
EWM
910
Evercore Wealth Management
New York
$260K – – –
MFG
911
Merit Financial Group
Georgia
$258K -$213K -845 -47%
BCWM
912
Bartlett & Co Wealth Management
Ohio
$257K +$1.51K +6 +0.6%
SIM
913
Sentry Investment Management
Wisconsin
$256K – – –
FPW
914
Flagship Private Wealth
Massachusetts
$253K – – –
PWA
915
Phoenix Wealth Advisors
North Carolina
$253K – – –
SMA
916
Seven Mile Advisory
New Jersey
$253K +$26.7K +106 +13%
FFM
917
Forum Financial Management
Illinois
$252K -$1.01K -4 -0.4%
RCA
918
Ranch Capital Advisors
Florida
$251K – – –
GWM
919
Gibbs Wealth Management
Georgia
$249K +$227K +903 New
AOWM
920
Alpha Omega Wealth Management
Virginia
$248K -$2.52K -10 -1%
FLII
921
First Long Island Investors
New York
$245K -$8.97M -35,652 -98%
PWA
922
Physician Wealth Advisors
Utah
$244K – – –
PI
923
PEAK6 Investments
Illinois
$241K +$221K +876 New
MAM
924
Magellan Asset Management
Australia
$241K -$30K -119 -12%
MWM
925
Modern Wealth Management
Kansas
$240K +$219K +871 New
35 36
37
38 39