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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
OPWM
976
Oregon Pacific Wealth Management
Oregon
$262K +$10.8K +38 +4%
EPIM
977
Evelyn Partners Investment Management
$260K -$40.4K -142 -14%
PA
978
Probity Advisors
Texas
$259K +$73.7K +259 +35%
TFIPS
979
Towarzystwo Funduszy Inwestycyjnych PZU SA
$259K +$5.69K +20 +2%
SW
980
Simplicity Wealth
New Jersey
$259K -$23.3K -82 -8%
JIC
981
Johnson Investment Counsel
Ohio
$259K -$15.4K -54 -5%
SFG
982
Synergy Financial Group
California
$258K +$26.7K +94 +11%
WA
983
Waverly Advisors
Alabama
$257K +$12.8K +45 +5%
CT
984
Caldwell Trust
Florida
$256K – – –
MFC
985
Morris Financial Concepts
South Carolina
$256K – – –
SS
986
Sunbelt Securities
Texas
$256K – – –
LC
987
Lindbrook Capital
California
$255K +$69.7K +245 +34%
GCM
988
Gallacher Capital Management
Colorado
$254K +$1.71K +6 +0.6%
CAM
989
Cozad Asset Management
Illinois
$254K – – –
NL
990
NWAM LLC
Washington
$251K -$569 -2 -0.2%
EFS
991
Essex Financial Services
Connecticut
$250K +$20.8K +73 +8%
TWM
992
TriaGen Wealth Management
California
$247K – – –
BTI
993
Blue Trust Inc
Georgia
$246K +$3.13K +11 +1%
BSHC
994
Breed's Hill Capital
Massachusetts
$245K – – –
FCBT
995
First Citizens Bank & Trust
North Carolina
$244K -$341K -1,200 -56%
EPIMS
996
Evelyn Partners Investment Management Services
$244K -$321K -1,127 -58%
MG
997
Marex Group
$242K +$263K +925 New
CPA
998
Capital Performance Advisors
California
$241K +$262K +922 New
PWA
999
Phoenix Wealth Advisors
North Carolina
$241K – – –
CAG
1000
Crestwood Advisors Group
Massachusetts
$240K +$260K +915 New
38 39
40
41 42