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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
EP
1101
Edgestream Partners
New Jersey
$223K +$5.75K +19 +3%
OFS
1102
OneAscent Financial Services
Alabama
$223K +$7.87K +26 +4%
PFM
1103
Patton Fund Management
Texas
$223K -$18.8K -62 -8%
TYCC
1104
Texas Yale Capital Corp
Florida
$222K
TWM
1105
TriaGen Wealth Management
California
$219K
BMO
1106
Beck Mack & Oliver
New York
$219K +$224K +740 New
WPC
1107
Waters Parkerson & Co
Louisiana
$218K
NHC
1108
Nicholas Hoffman & Company
Georgia
$217K
NFG
1109
Nadler Financial Group
Illinois
$216K +$605 +2 +0.3%
GEM
1110
Global Endowment Management
North Carolina
$215K -$161K -532 -42%
GPWM
1111
Grant Private Wealth Management
California
$215K
RWM
1112
Revisor Wealth Management
Ohio
$214K +$232K +768 New
VCA
1113
Verdence Capital Advisors
Maryland
$213K -$13K -43 -6%
RPWA
1114
Regent Peak Wealth Advisors
Georgia
$213K +$218K +719 New
SP
1115
Symmetry Partners
Connecticut
$213K +$23K +76 +12%
PFA
1116
Pure Financial Advisors
California
$213K +$25.1K +83 +13%
TFA
1117
Tranquilli Financial Advisor
New Jersey
$211K +$20K +66 +10%
SOAM
1118
SBI Okasan Asset Management
Japan
$211K +$212K +700 New
JCM
1119
Jacobsen Capital Management
Utah
$210K -$2.12K -7 -1%
MW
1120
Marble Wealth
Alabama
$210K +$215K +709 New
AWA
1121
Argos Wealth Advisors
California
$210K +$214K +708 New
FLII
1122
First Long Island Investors
New York
$207K
QC
1123
Quent Capital
New York
$207K +$35.4K +117 +20%
QLSGSCF
1124
Quent Long Short Global Small Cap Fund
New York
$207K +$211K +698 New
FC
1125
Fairscale Capital
New Hampshire
$206K