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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
901
Paragon Private Wealth Management
Kentucky
$300K +$64.6K +257 +26%
RFG
902
Range Financial Group
Oregon
$300K +$27.6K +110 +10%
LAM
903
L2 Asset Management
Massachusetts
$299K +$35.7K +142 +13%
BFG
904
Beacon Financial Group
Texas
$299K +$20.6K +82 +7%
MGIA
905
Moneta Group Investment Advisors
Missouri
$299K +$54K +215 +21%
WANY
906
Wealthspire Advisors (New York)
New York
$298K -$496K -1,975 -61%
TWPM
907
Total Wealth Planning & Management
Florida
$298K – – –
RCA
908
Resonant Capital Advisors
Wisconsin
$298K +$82.2K +327 +36%
HTC
909
Haverford Trust Company
Pennsylvania
$292K -$1.51K -6 -0.5%
TWC
910
TD Waterhouse Canada
Ontario, Canada
$292K -$48.3K -192 -14%
WEG
911
World Equity Group
Illinois
$292K +$306K +1,218 New
AIC
912
Archer Investment Corporation
Indiana
$291K +$284K +1,129 +1,298%
OWA
913
Outlook Wealth Advisors
Texas
$291K -$9.8K -39 -3%
AOWM
914
Alpha Omega Wealth Management
Virginia
$289K +$57.6K +229 +23%
PCM
915
Penserra Capital Management
California
$289K +$9.05K +36 +3%
MG
916
Marex Group
$288K -$53.5K -213 -15%
ILI
917
Invesco LLC (Illinois)
Illinois
$288K – – –
OC
918
Oakworth Capital
Alabama
$288K -$9.3K -37 -3%
CWG
919
Cornerstone Wealth Group
North Carolina
$285K -$70.1K -279 -19%
SSWM
920
Strait & Sound Wealth Management
California
$282K -$3.77K -15 -1%
MA
921
Mutual Advisors
Nebraska
$274K +$10.6K +42 +4%
MFS
922
Mirabella Financial Services
United Kingdom
$274K -$2.16M -8,603 -88%
GS
923
GTS Securities
Florida
$273K -$291K -1,156 -50%
BCWM
924
Bartlett & Co Wealth Management
Ohio
$273K -$13.6K -54 -5%
ATPW
925
Ashton Thomas Private Wealth
Arizona
$272K -$791K -3,149 -73%
35 36
37
38 39