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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
CA
951
Continuum Advisory
Idaho
$216K +$15.4K +61 +9%
SCA
952
Sandy Cove Advisors
Massachusetts
$215K +$197K +781 New
IFWM
953
Institute for Wealth Management
Colorado
$214K +$196K +777 New
PGIM
954
Pacific Global Investment Management
California
$214K +$195K +776 New
I
955
IMPACTfolio
Colorado
$212K +$193K +768 New
CFP
956
Catalyst Financial Partners
Massachusetts
$211K +$193K +766 New
WWM
957
Western Wealth Management
Colorado
$210K +$192K +764 New
WEG
958
World Equity Group
Illinois
$210K -$54.4K -216 -22%
NFG
959
Nadler Financial Group
Illinois
$210K +$192K +763 New
ESB
960
Essex Savings Bank
Connecticut
$209K +$191K +760 New
KAS
961
KPP Advisory Services
Kentucky
$209K +$191K +759 New
QWP
962
Quotient Wealth Partners
Texas
$209K +$191K +759 New
SIC
963
Sigma Investment Counselors
Michigan
$207K +$189K +750 New
TYCC
964
Texas Yale Capital Corp
Florida
$207K +$189K +750 New
SPWG
965
Sage Private Wealth Group
Illinois
$206K -$19.9K -79 -10%
GA
966
Goldstein Advisors
Wisconsin
$205K +$187K +744 New
Luther King Capital Management (LKCM)
967
Luther King Capital Management (LKCM)
Texas
$204K +$187K +741 New
BSHC
968
Breed's Hill Capital
Massachusetts
$204K +$186K +740 New
GWM
969
Gitterman Wealth Management
New Jersey
$203K +$186K +737 New
WPW
970
Waldron Private Wealth
Pennsylvania
$203K +$185K +736 New
ACM
971
Advisors Capital Management
New Jersey
$202K +$184K +732 New
LC
972
Lindbrook Capital
California
$198K +$39.8K +158 +28%
FC
973
Fairscale Capital
New Hampshire
$196K -$1.76K -7 -1%
CFGS
974
Concourse Financial Group Securities
Alabama
$196K +$3.02K +12 +2%
CI Investments Inc
975
CI Investments Inc
Ontario, Canada
$193K -$3.27K -13 -2%