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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
HH
1026
Hilltop Holdings
Texas
$276K -$531K -1,872 -68%
CGA
1027
Crescent Grove Advisors
Illinois
$274K +$4.54K +16 +2%
RCA
1028
Resonant Capital Advisors
Wisconsin
$273K +$251K +883 New
EPIM
1029
Evelyn Partners Investment Management
$272K – – –
IAS
1030
Insigneo Advisory Services
Florida
$270K -$2.84K -10 -1%
AOWM
1031
Alpha Omega Wealth Management
Virginia
$270K +$1.14K +4 +0.5%
EWM
1032
Evercore Wealth Management
New York
$268K – – –
TCA
1033
Transcend Capital Advisors
New Jersey
$267K +$245K +864 New
BLC
1034
Brown, Lisle/Cummings
Rhode Island
$267K – – –
NB
1035
NBT Bank
New York
$267K +$7.09K +25 +3%
SCA
1036
Sandy Cove Advisors
Massachusetts
$267K +$23.3K +82 +11%
CI Investments Inc
1037
CI Investments Inc
Ontario, Canada
$265K +$44.8K +158 +23%
FFP
1038
FourThought Financial Partners
Florida
$265K -$9.93K -35 -4%
CNBOF
1039
City National Bank of Florida
Florida
$264K +$242K +854 New
ST
1040
Smithfield Trust
Pennsylvania
$262K – – –
RS
1041
R Squared
Hong Kong
$261K -$1.01M -3,546 -81%
FCBT
1042
First Citizens Bank & Trust
North Carolina
$260K -$26.4K -93 -10%
PCM
1043
Prelude Capital Management
New York
$260K +$238K +839 New
SPWG
1044
Sage Private Wealth Group
Illinois
$254K +$11.9K +42 +5%
SSG
1045
Summit Securities Group
New York
$253K +$232K +818 New
PFM
1046
Patton Fund Management
Texas
$252K +$231K +815 New
GC
1047
Grimes & Company
Massachusetts
$252K +$4.26K +15 +2%
PWA
1048
Physician Wealth Advisors
Utah
$252K +$3.69K +13 +2%
SMA
1049
Seven Mile Advisory
New Jersey
$250K -$10.8K -38 -4%
PPWM
1050
Paragon Private Wealth Management
Kentucky
$249K -$22.1K -78 -9%