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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
1001
Wealthcare Advisory Partners
Pennsylvania
$230K -$6.2K -21 -3%
IFWM
1002
Institute for Wealth Management
Colorado
$230K
AP
1003
Americana Partners
Texas
$229K -$5.02K -17 -2%
CAG
1004
Cypress Advisory Group
Arizona
$229K +$229K +775 New
CBB
1005
Citizens Business Bank
California
$228K +$148K +500 New
PWA
1006
Physician Wealth Advisors
Utah
$228K -$23.6K -80 -9%
NFG
1007
Nadler Financial Group
Illinois
$226K
ESB
1008
Essex Savings Bank
Connecticut
$225K +$295 +1 +0.1%
KAS
1009
KPP Advisory Services
Kentucky
$224K
AWM
1010
Axxcess Wealth Management
California
$222K -$218K -738 -50%
SIC
1011
Sigma Investment Counselors
Michigan
$222K
TYCC
1012
Texas Yale Capital Corp
Florida
$222K
CA
1013
Continuum Advisory
Idaho
$221K +$13.3K +45 +6%
KIM
1014
Kestra Investment Management
Texas
$221K -$177K -600 -45%
WEG
1015
World Equity Group
Illinois
$220K -$5.91K -20 -3%
MAM
1016
Milestone Asset Management
Pennsylvania
$220K +$219K +743 New
SWM
1017
Sagace Wealth Management
Florida
$220K +$219K +743 New
WPW
1018
Waldron Private Wealth
Pennsylvania
$219K +$1.77K +6 +0.8%
AIM
1019
Advyzon Investment Management
Illinois
$219K +$219K +742 New
EP
1020
Edgestream Partners
New Jersey
$218K -$3.42M -11,560 -94%
SPWG
1021
Sage Private Wealth Group
Illinois
$218K -$3.54K -12 -2%
WPC
1022
Waters Parkerson & Co
Louisiana
$217K +$217K +735 New
PA
1023
Probity Advisors
Texas
$216K -$25.7K -87 -11%
I
1024
IMPACTfolio
Colorado
$216K -$10.6K -36 -5%
LC
1025
Lindbrook Capital
California
$215K +$3.54K +12 +2%