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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
901
Great Diamond Partners
Maine
$306K -$3.27K -13 -1%
PCM
902
Prelude Capital Management
New York
$306K +$321K +1,277 New
EFS
903
Essex Financial Services
Connecticut
$302K +$40.2K +160 +15%
PPWM
904
Paragon Private Wealth Management
Kentucky
$300K +$64.6K +257 +26%
RFG
905
Range Financial Group
Oregon
$300K +$27.6K +110 +10%
LAM
906
L2 Asset Management
Massachusetts
$299K +$35.7K +142 +13%
BFG
907
Beacon Financial Group
Texas
$299K +$20.6K +82 +7%
MGIA
908
Moneta Group Investment Advisors
Missouri
$299K +$54K +215 +21%
WANY
909
Wealthspire Advisors (New York)
New York
$298K -$496K -1,975 -61%
TWPM
910
Total Wealth Planning & Management
Florida
$298K – – –
RCA
911
Resonant Capital Advisors
Wisconsin
$298K +$82.2K +327 +36%
RA
912
Range Advisory
Virginia
$296K +$28.7K +114 +10%
HTC
913
Haverford Trust Company
Pennsylvania
$292K -$1.51K -6 -0.5%
TWC
914
TD Waterhouse Canada
Ontario, Canada
$292K -$48.3K -192 -14%
WEG
915
World Equity Group
Illinois
$292K +$306K +1,218 New
AIC
916
Archer Investment Corporation
Indiana
$291K +$284K +1,129 +1,298%
OWA
917
Outlook Wealth Advisors
Texas
$291K -$9.8K -39 -3%
AOWM
918
Alpha Omega Wealth Management
Virginia
$289K +$57.6K +229 +23%
PCM
919
Penserra Capital Management
California
$289K +$9.05K +36 +3%
MG
920
Marex Group
$288K -$53.5K -213 -15%
ILI
921
Invesco LLC (Illinois)
Illinois
$288K – – –
OC
922
Oakworth Capital
Alabama
$288K -$9.3K -37 -3%
CWG
923
Cornerstone Wealth Group
North Carolina
$285K -$70.1K -279 -19%
SSWM
924
Strait & Sound Wealth Management
California
$282K -$3.77K -15 -1%
MA
925
Mutual Advisors
Nebraska
$274K +$10.6K +42 +4%
35 36
37
38 39