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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
M1FG
1101
Mach-1 Financial Group
Arkansas
$224K +$229K +757 New
DF
1102
Dunhill Financial
United Kingdom
$223K +$50.5K +167 +22%
EP
1103
Edgestream Partners
New Jersey
$223K +$5.75K +19 +3%
OFS
1104
OneAscent Financial Services
Alabama
$223K +$7.87K +26 +4%
PFM
1105
Patton Fund Management
Texas
$223K -$18.8K -62 -8%
TYCC
1106
Texas Yale Capital Corp
Florida
$222K – – –
TWM
1107
TriaGen Wealth Management
California
$219K – – –
BMO
1108
Beck Mack & Oliver
New York
$219K +$224K +740 New
WPC
1109
Waters Parkerson & Co
Louisiana
$218K – – –
NHC
1110
Nicholas Hoffman & Company
Georgia
$217K – – –
NFG
1111
Nadler Financial Group
Illinois
$216K +$605 +2 +0.3%
GEM
1112
Global Endowment Management
North Carolina
$215K -$161K -532 -42%
GPWM
1113
Grant Private Wealth Management
California
$215K – – –
RWM
1114
Revisor Wealth Management
Ohio
$214K +$232K +768 New
VCA
1115
Verdence Capital Advisors
Maryland
$213K -$13K -43 -6%
RPWA
1116
Regent Peak Wealth Advisors
Georgia
$213K +$218K +719 New
SP
1117
Symmetry Partners
Connecticut
$213K +$23K +76 +12%
PFA
1118
Pure Financial Advisors
California
$213K +$25.1K +83 +13%
TFA
1119
Tranquilli Financial Advisor
New Jersey
$211K +$20K +66 +10%
SOAM
1120
SBI Okasan Asset Management
Japan
$211K +$212K +700 New
JCM
1121
Jacobsen Capital Management
Utah
$210K -$2.12K -7 -1%
MW
1122
Marble Wealth
Alabama
$210K +$215K +709 New
AWA
1123
Argos Wealth Advisors
California
$210K +$214K +708 New
FLII
1124
First Long Island Investors
New York
$207K – – –
QC
1125
Quent Capital
New York
$207K +$35.4K +117 +20%
43 44
45
46 47