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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1026
Phoenix Wealth Advisors
North Carolina
$292K – – –
PWM
1027
Pines Wealth Management
North Carolina
$292K +$82.3K +270 +42%
CC
1028
Citrine Capital
California
$291K -$70.1K -230 -20%
CNBOF
1029
City National Bank of Florida
Florida
$291K +$19.2K +63 +7%
BAM
1030
Blueshift Asset Management
New Jersey
$290K +$278K +912 New
RCA
1031
Ranch Capital Advisors
Florida
$289K – – –
CWS
1032
Cypress Wealth Services
California
$288K +$1.22K +4 +0.4%
PWMAG
1033
Pinnacle Wealth Management Advisory Group
New Jersey
$286K +$914 +3 +0.3%
FFP
1034
FourThought Financial Partners
Florida
$286K +$13.1K +43 +5%
RCA
1035
Resonant Capital Advisors
Wisconsin
$285K +$3.96K +13 +1%
LFAS
1036
Level Four Advisory Services
Texas
$283K +$54.5K +179 +25%
CCA
1037
Childress Capital Advisors
Texas
$283K +$52.1K +171 +24%
SCA
1038
Sandy Cove Advisors
Massachusetts
$282K +$8.23K +27 +3%
AWM
1039
Atticus Wealth Management
Florida
$282K +$161K +528 +147%
AFM
1040
Abbot Financial Management
Massachusetts
$281K -$60.9K -200 -18%
GFG
1041
Goldstone Financial Group
Illinois
$281K – – –
WC
1042
Wexford Capital
Florida
$279K +$268K +879 New
EPIM
1043
Evelyn Partners Investment Management
$279K – – –
CC
1044
Corton Capital
Ontario, Canada
$277K +$266K +872 New
CGA
1045
Crescent Grove Advisors
Illinois
$276K -$4.88K -16 -2%
SAM
1046
Simplify Asset Management
Nevada
$276K +$265K +868 New
SW
1047
SVB Wealth
Massachusetts
$275K +$22.6K +74 +9%
BLC
1048
Brown, Lisle/Cummings
Rhode Island
$274K – – –
NB
1049
NBT Bank
New York
$272K -$1.52K -5 -0.6%
CT
1050
Caldwell Trust
Florida
$270K -$39K -128 -13%
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