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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1001
Sandy Cove Advisors
Massachusetts
$231K – – –
WAP
1002
Wealthcare Advisory Partners
Pennsylvania
$230K -$6.2K -21 -3%
IFWM
1003
Institute for Wealth Management
Colorado
$230K – – –
AP
1004
Americana Partners
Texas
$229K -$5.02K -17 -2%
CAG
1005
Cypress Advisory Group
Arizona
$229K +$229K +775 New
CBB
1006
Citizens Business Bank
California
$228K +$148K +500 New
PWA
1007
Physician Wealth Advisors
Utah
$228K -$23.6K -80 -9%
NFG
1008
Nadler Financial Group
Illinois
$226K – – –
ESB
1009
Essex Savings Bank
Connecticut
$225K +$295 +1 +0.1%
KAS
1010
KPP Advisory Services
Kentucky
$224K – – –
AWM
1011
Axxcess Wealth Management
California
$222K -$218K -738 -50%
SIC
1012
Sigma Investment Counselors
Michigan
$222K – – –
TYCC
1013
Texas Yale Capital Corp
Florida
$222K – – –
CA
1014
Continuum Advisory
Idaho
$221K +$13.3K +45 +6%
KIM
1015
Kestra Investment Management
Texas
$221K -$177K -600 -45%
WEG
1016
World Equity Group
Illinois
$220K -$5.91K -20 -3%
MAM
1017
Milestone Asset Management
Pennsylvania
$220K +$219K +743 New
SWM
1018
Sagace Wealth Management
Florida
$220K +$219K +743 New
WPW
1019
Waldron Private Wealth
Pennsylvania
$219K +$1.77K +6 +0.8%
AIM
1020
Advyzon Investment Management
Illinois
$219K +$219K +742 New
EP
1021
Edgestream Partners
New Jersey
$218K -$3.42M -11,560 -94%
SPWG
1022
Sage Private Wealth Group
Illinois
$218K -$3.54K -12 -2%
WPC
1023
Waters Parkerson & Co
Louisiana
$217K +$217K +735 New
PA
1024
Probity Advisors
Texas
$216K -$25.7K -87 -11%
I
1025
IMPACTfolio
Colorado
$216K -$10.6K -36 -5%