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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
926
Ellevest Inc
New York
$271K +$32.9K +131 +13%
FDP
927
Financiere des Professionnels
Quebec, Canada
$270K -$46.2K -184 -14%
MGIA
928
Matthew Goff Investment Advisor
Texas
$270K -$3.77K -15 -1%
CIS
929
Custom Index Systems
New York
$268K -$104K -415 -27%
HCMG
930
Howard Capital Management Group
California
$267K – – –
7WCP
931
71 West Capital Partners
Massachusetts
$265K +$1.51K +6 +0.5%
BIAS
932
Beacon Investment Advisory Services
New Jersey
$264K – – –
SAM
933
Simplify Asset Management
Nevada
$264K -$11.6K -46 -4%
PAM
934
Paradigm Asset Management
New York
$263K – – –
FWA
935
FSM Wealth Advisors
Ohio
$263K -$43.2K -172 -14%
UWP
936
Uniting Wealth Partners
Kansas
$263K – – –
BAWC
937
Boyce & Associates Wealth Consulting
Texas
$263K -$14.8K -59 -5%
FFA
938
Florida Financial Advisors
Florida
$262K -$42.5K -169 -13%
GEM
939
Global Endowment Management
North Carolina
$261K +$91.7K +365 +50%
GCM
940
Gallacher Capital Management
Colorado
$261K -$6.79K -27 -2%
EPP
941
ETF Portfolio Partners
Kansas
$261K – – –
RWM
942
Ritholtz Wealth Management
New York
$259K -$58.8K -234 -18%
FIA
943
Foundations Investment Advisors
Arizona
$258K -$5.28K -21 -2%
RIL
944
Rothschild Investment LLC
Illinois
$257K +$68.9K +274 +34%
PCH
945
PGIM Custom Harvest
New Jersey
$256K -$5.03K -20 -2%
BTI
946
Blue Trust Inc
Georgia
$255K -$54.5K -217 -17%
AFCM
947
Applied Finance Capital Management
Puerto Rico
$252K -$4.02K -16 -1%
GFA
948
Godfrey Financial Associates
New York
$250K – – –
FFS
949
Founders Financial Securities
Maryland
$250K -$50.5K -201 -15%
SS
950
Sunbelt Securities
Texas
$245K -$503 -2 -0.2%
36 37
38
39 40