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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
951
Beacon Financial Group
Texas
$287K -$21K -74 -6%
EPP
952
ETF Portfolio Partners
Kansas
$285K – – –
AFM
953
Abbot Financial Management
Massachusetts
$284K – – –
MF
954
Manuka Financial
Virginia
$282K – – –
FFA
955
Founders Financial Alliance
North Carolina
$281K +$306K +1,075 New
OWCM
956
One Wealth Capital Management
Arizona
$281K +$51.5K +181 +20%
PPW
957
Parcion Private Wealth
Washington
$280K +$304K +1,070 New
ACM
958
Advisors Capital Management
New Jersey
$278K +$15.1K +53 +5%
LA
959
Legacy Advisors
Pennsylvania
$277K +$21.9K +77 +8%
EA
960
Everpar Advisors
Oklahoma
$277K +$853 +3 +0.3%
FFA
961
Florida Financial Advisors
Florida
$276K -$39K -137 -12%
CPIG
962
Chicago Partners Investment Group
Illinois
$275K -$12.8K -45 -4%
PCM
963
Penserra Capital Management
California
$275K -$141K -496 -32%
LFG
964
Larson Financial Group
Missouri
$273K -$420K -1,477 -59%
GFG
965
Goldstone Financial Group
Illinois
$273K – – –
SA
966
Sovran Advisors
California
$269K +$294K +1,035 New
ZIG
967
Zullo Investment Group
Pennsylvania
$268K -$284 -1 -0.1%
FIB
968
First Interstate Bank
Montana
$268K – – –
VVP
969
Venture Visionary Partners
Ohio
$268K +$291K +1,022 New
AWM
970
Aprio Wealth Management
Georgia
$267K -$284 -1 -0.1%
RFG
971
Range Financial Group
Oregon
$265K +$22.8K +80 +9%
AA
972
Alta Advisers
United Kingdom
$264K +$85.3K +300 +42%
IC
973
Iconiq Capital
California
$263K +$22.8K +80 +9%
BHC
974
Bowen Hanes & Co
Florida
$262K – – –
UWP
975
Uniting Wealth Partners
Kansas
$262K – – –
37 38
39
40 41