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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1001
Prestige Wealth Management Group
New Jersey
$4K +$577 +2 +15%
FHA
1002
First Horizon Advisors
Tennessee
$4K +$2.6K +9 +100%
MFT
1003
Moisand Fitzgerald Tamayo
Florida
$4K +$4.33K +15 New
HWM
1004
HighMark Wealth Management
Minnesota
$4K +$4.61K +16 New
GFPC
1005
Global Financial Private Client
Florida
$3.41K – – –
FI
1006
FormulaFolio Investments
Michigan
$3K -$227K -787 -99%
BAM
1007
Bellevue Asset Management
Washington
$3K -$288 -1 -8%
CWA
1008
Clearview Wealth Advisors
Oregon
$3K – – –
FCM
1009
Firestone Capital Management
Florida
$3K – – –
LFG
1010
Larson Financial Group
Missouri
$3K – – –
SFO
1011
Standard Family Office
South Dakota
$3K +$577 +2 +20%
BAM
1012
Barrett Asset Management
New York
$3K +$2.88K +10 New
EWM
1013
Edge Wealth Management
New York
$3K +$3.17K +11 New
HDIM
1014
Hanson & Doremus Investment Management
Vermont
$3K +$3.17K +11 New
SIS
1015
Sound Income Strategies
Florida
$2.77K +$2.88K +10 New
FP
1016
Financial Perspectives
Minnesota
$2.49K +$2.6K +9 New
NFSG
1017
Newbridge Financial Services Group
Florida
$2K -$34.3K -119 -94%
COCM
1018
Charter Oak Capital Management
New Hampshire
$2K – – –
JWM
1019
Janiczek Wealth Management
Colorado
$2K – – –
ONST
1020
Old North State Trust
North Carolina
$2K – – –
PFA
1021
Professional Financial Advisors
Nebraska
$2K – – –
TJHA
1022
Thomas J. Herzfeld Advisors
Florida
$2K – – –
MCM
1023
MV Capital Management
Maryland
$2K +$1.73K +6 New
GAM
1024
Grandview Asset Management
Pennsylvania
$2K +$2.31K +8 New
TSW
1025
Thompson Siegel & Walmsley
Virginia
$1K +$865 +3 New