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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
326
Advisory Services Network
Georgia
$261K +$248K +3,603 +2,355%
GW
327
GW & Wade
Massachusetts
$260K -$104K -1,518 -29%
RC
328
RegentAtlantic Capital
New Jersey
$257K -$86.9K -1,263 -25%
HIC
329
Holderness Investments Company
North Carolina
$255K +$69 +1 +0%
FCI
330
Financial Counselors Inc
Kansas
$254K -$34.4K -500 -12%
V
331
Veritable
Delaware
$248K -$12K -175 -5%
EGM
332
Engineers Gate Manager
New York
$242K -$3.91M -56,830 -94%
SC
333
SouthState Corp
Florida
$239K +$237K +3,437 New
PTC
334
Petrus Trust Company
Texas
$239K +$237K +3,444 New
BAS
335
Brown Advisory Securities
Maryland
$238K -$10.2K -148 -4%
VFA
336
Voya Financial Advisors
Connecticut
$236K +$22.6K +328 +11%
PCM
337
Price Capital Management
Louisiana
$236K +$234K +3,400 New
SQA
338
Simon Quick Advisors
New Jersey
$234K -$52.3K -760 -20%
BWM
339
Biltmore Wealth Management
Arizona
$228K +$225K +3,276 New
FMBTD
340
First Midwest Bank Trust Division
Illinois
$227K – – –
FIM
341
Foresters Investment Management
New York
$219K -$54.2K -788 -20%
CC
342
Courier Capital
New York
$218K -$21.2K -308 -9%
TSS
343
Two Sigma Securities
New York
$208K +$206K +2,996 New
NIPH
344
NN Investment Partners Holdings
Netherlands
$207K -$147K -2,135 -42%
BHTS
345
Bar Harbor Trust Services
Maine
$204K +$202K +2,931 New
SSWM
346
Smith Salley Wealth Management
North Carolina
$204K +$202K +2,935 New
BOH
347
Bank of Hawaii
Hawaii
$202K +$200K +2,910 New
CL
348
Choreo LLC
Illinois
$200K +$198K +2,883 New
LIA
349
LS Investment Advisors
Michigan
$195K – – –
STA
350
Summit Trail Advisors
New York
$190K +$182K +2,645 New
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