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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1001
SOA Wealth Advisors
New York
$2K -$19K -99 -88%
HR
1002
Howe & Rusling
New York
$2K -$192 -1 -10%
BCMLT
1003
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K – – –
CWA
1004
Clearview Wealth Advisors
Oregon
$2K – – –
FPFS
1005
First Personal Financial Services
North Carolina
$2K – – –
KFI
1006
Key Financial Inc
Pennsylvania
$2K – – –
SC
1007
Sierra Capital
Florida
$2K – – –
BAM
1008
Bellevue Asset Management
Washington
$2K +$192 +1 +9%
FP
1009
Financial Perspectives
Minnesota
$1.55K – – –
BIM
1010
Baldwin Investment Management
Pennsylvania
$1.28K +$28.1K +146 +2%
MGIM
1011
M&G Investment Management
United Kingdom
$1.05K +$26.2K +136 +2%
ACK
1012
Andrew C. Karlinski
$1K – – –
COCM
1013
Charter Oak Capital Management
New Hampshire
$1K – – –
MA
1014
MCF Advisors
Kentucky
$1K – – –
PFGIA
1015
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
PFA
1016
Professional Financial Advisors
Nebraska
$1K – – –
UFF
1017
USA Financial Formulas
Michigan
$1K – – –
WAS
1018
Winch Advisory Services
Wisconsin
$1K – – –
OLVIG
1019
Oliver Lagore Vanvalin Investment Group
Michigan
$1K +$577 +3 New
TFGT
1020
TS Financial Group (TSFG)
Illinois
$1K +$769 +4 New
TWP
1021
TFO Wealth Partners
Ohio
$1K +$962 +5 New
ODG
1022
O'Dell Group
Ohio
$1K +$1.54K +8 New
HFS
1023
Heritage Financial Services
Massachusetts
$1K +$1.73K +9 New
PCH
1024
Polar Capital Holdings
United Kingdom
$664 +$207K +1,079 +39%
FGAM
1025
Financial Gravity Asset Management
Texas
$532 +$356K +1,853 +153%
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