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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
NAM
951
NorthCrest Asset Manangement
Minnesota
$355K +$318K +1,122 New
BTI
952
Blue Trust Inc
Georgia
$355K +$59K +208 +22%
CC
953
Citrine Capital
California
$355K -$120K -422 -27%
RFG
954
Range Financial Group
Oregon
$354K +$37.2K +131 +13%
MGIA
955
Matthew Goff Investment Advisor
Texas
$354K – – –
GEM
956
Global Endowment Management
North Carolina
$353K +$80.9K +285 +33%
BCWM
957
Bartlett & Co Wealth Management
Ohio
$350K – – –
BFG
958
Beacon Financial Group
Texas
$350K +$9.36K +33 +3%
WF
959
Welch & Forbes
Massachusetts
$348K +$319K +1,125 New
RWM
960
Ritholtz Wealth Management
New York
$348K +$319K +1,125 New
GWM
961
GK Wealth Management
Nevada
$348K +$319K +1,123 New
WA
962
WESPAC Advisors
California
$345K +$317K +1,116 New
HCMG
963
Howard Capital Management Group
California
$345K – – –
PCH
964
PGIM Custom Harvest
New Jersey
$345K +$567 +2 +0.2%
FMLI
965
Fukoku Mutual Life Insurance
Japan
$344K -$36.3K -128 -10%
CW
966
CreativeOne Wealth
Kansas
$343K -$10.5K -37 -3%
WFI
967
West Family Investments
California
$340K +$312K +1,099 New
EPP
968
ETF Portfolio Partners
Kansas
$337K – – –
AFM
969
Abbot Financial Management
Massachusetts
$336K – – –
JIC
970
Johnson Investment Counsel
Ohio
$336K +$27K +95 +10%
AF
971
Allworth Financial
California
$335K +$61.6K +217 +25%
MF
972
Manuka Financial
Virginia
$333K – – –
EA
973
Everpar Advisors
Oklahoma
$333K +$5.39K +19 +2%
OWCM
974
One Wealth Capital Management
Arizona
$332K -$851 -3 -0.3%
PTC
975
Petrus Trust Company
Texas
$331K -$214K -753 -41%