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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
901
Triad Wealth Partners
Kansas
$430K +$394K +1,388 New
PA
902
PharVision Advisers
Florida
$426K -$289K -1,019 -43%
SOW
903
State of Wyoming
Wyoming
$426K +$15K +53 +4%
LWCFA
904
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$423K -$84.3K -297 -18%
M1FG
905
Mach-1 Financial Group
Arkansas
$422K +$2.55K +9 +0.7%
PIA
906
Perennial Investment Advisors
California
$421K +$15K +53 +4%
AFGAS
907
Allegiance Financial Group Advisory Services
Virginia
$420K +$385K +1,357 New
FFA
908
Florida Financial Advisors
Florida
$419K +$85.1K +300 +28%
SMA
909
Sage Mountain Advisors
Georgia
$419K +$60.4K +213 +19%
AFT
910
Alpha Family Trust
California
$418K +$383K +1,350 New
MWM
911
Modern Wealth Management
Kansas
$418K +$151K +533 +65%
BAWC
912
Boyce & Associates Wealth Consulting
Texas
$414K – – –
GT
913
Glenview Trust
Kentucky
$414K +$567 +2 +0.1%
FC
914
FORA Capital
Florida
$410K +$376K +1,325 New
WAG
915
Wallace Advisory Group
California
$409K -$15K -53 -3%
CAG
916
Crestwood Advisors Group
Massachusetts
$408K +$114K +402 +44%
AWM
917
Aprio Wealth Management
Georgia
$407K +$84.3K +297 +29%
CI
918
Conning Inc
Connecticut
$407K -$14.8K -52 -4%
SPWM
919
Schrum Private Wealth Management
Florida
$402K – – –
MWM
920
Meritas Wealth Management
California
$402K – – –
OC
921
Oarsman Capital
Wisconsin
$402K -$15K -53 -4%
WA
922
Waverly Advisors
Alabama
$402K +$89.7K +316 +32%
NAMA
923
Nikko Asset Management Americas
New York
$401K -$14.2K -50 -4%
SFS
924
Sowell Financial Services
Arkansas
$399K +$14.8K +52 +4%
Capstone Investment Advisors
925
Capstone Investment Advisors
New York
$397K -$1.55M -5,460 -81%