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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
901
Pinnacle Wealth Planning Services
Ohio
$443K -$14.6K -48 -3%
SSWM
902
Strait & Sound Wealth Management
California
$441K -$38.7K -127 -8%
DS
903
DRW Securities
Illinois
$437K -$87.5K -287 -17%
GDP
904
Great Diamond Partners
Maine
$436K -$6.7K -22 -2%
BPC
905
Bryce Point Capital
New York
$435K +$417K +1,369 New
AWM
906
Aprio Wealth Management
Georgia
$435K +$15.8K +52 +4%
PA
907
Probity Advisors
Texas
$434K +$54.5K +179 +15%
WI
908
WrapManager Inc
California
$432K -$261K -857 -39%
FPWM
909
FSB Premier Wealth Management
Iowa
$432K -$26.2K -86 -6%
USCWA
910
U.S. Capital Wealth Advisors
Texas
$430K +$25.3K +83 +7%
WTC
911
WhitTier Trust Company
Nevada
$429K +$27.7K +91 +7%
AFT
912
Alpha Family Trust
California
$429K – – –
GT
913
Glenview Trust
Kentucky
$427K +$2.44K +8 +0.6%
CAM
914
CenterStar Asset Management
Illinois
$427K +$409K +1,343 New
LWCFA
915
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$423K – – –
EWA
916
EverSource Wealth Advisors
Alabama
$422K -$65.2K -214 -14%
WANY
917
Wealthspire Advisors (New York)
New York
$418K -$123K -402 -23%
CI
918
Conning Inc
Connecticut
$417K – – –
NAMA
919
Nikko Asset Management Americas
New York
$417K +$5.79K +19 +1%
BAWC
920
Boyce & Associates Wealth Consulting
Texas
$417K -$7.62K -25 -2%
JSW
921
Journey Strategic Wealth
New Jersey
$417K +$105K +344 +36%
BTI
922
Blue Trust Inc
Georgia
$416K +$49.1K +161 +14%
FFS
923
Founders Financial Securities
Maryland
$414K +$14.9K +49 +4%
Polen Capital Management
924
Polen Capital Management
Florida
$414K -$29.6K -97 -7%
SPWM
925
Schrum Private Wealth Management
Florida
$413K – – –