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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1001
Rational Advisors
New York
$13.1K – – –
AWM
1002
AllSquare Wealth Management
New York
$12.8K – – –
SIC
1003
Salem Investment Counselors
North Carolina
$12.6K – – –
VWM
1004
Valley Wealth Managers
New Jersey
$12.4K – – –
GWSG
1005
GPS Wealth Strategies Group
Colorado
$12.4K +$6.3K +30 +100%
PP
1006
Pacifica Partners
Canada
$12.2K – – –
ECM
1007
Estabrook Capital Management
New York
$12.2K – – –
BIA
1008
Bell Investment Advisors
California
$11.4K -$630 -3 -5%
PFA
1009
Pathway Financial Advisers
Indiana
$10.8K +$10.9K +52 New
RW
1010
RVW Wealth
California
$10.8K +$10.9K +52 New
UOTTAIMCU
1011
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$10.6K +$10.7K +51 New
TCM
1012
Tradewinds Capital Management
Washington
$10.3K – – –
ATC
1013
Adirondack Trust Company
New York
$10.3K – – –
BAAM
1014
Baker Avenue Asset Management
California
$9.93K – – –
CCMI
1015
Creative Capital Management Investments
California
$9.93K – – –
JMF
1016
Johnson Midwest Financial
Iowa
$9.93K – – –
RA
1017
Rise Advisors
New York
$9.31K – – –
AWM
1018
Abound Wealth Management
Tennessee
$9.11K +$2.52K +12 +38%
CWP
1019
Concord Wealth Partners
Virginia
$8.69K – – –
BWL
1020
Bogart Wealth LLC
Virginia
$8.07K – – –
BAM
1021
Byrne Asset Management
New Jersey
$8K -$8.62K -41 Closed
SIC
1022
SJS Investment Consulting
Ohio
$7.66K +$841 +4 +12%
PWMG
1023
Prestige Wealth Management Group
New Jersey
$7.66K – – –
CPG
1024
Cornerstone Planning Group
New Jersey
$7.45K +$420 +2 +6%
CB
1025
CNB Bank
Pennsylvania
$7.24K -$10.5K -50 -59%
39 40
41
42 43