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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
IRF
401
IBM Retirement Fund
New York
$693K +$84.7K +647 +14%
MCM
402
Manchester Capital Management
Vermont
$688K +$786 +6 +0.1%
AIP
403
Ameritas Investment Partners
Nebraska
$680K +$20.4K +156 +3%
RIM
404
Redpoint Investment Management
Australia
$661K – – –
CI
405
Cigna Investments
Connecticut
$661K +$53.5K +409 +9%
FMWA
406
Forvis Mazars Wealth Advisors
Missouri
$660K -$20.9K -160 -3%
BP
407
Ballentine Partners
Massachusetts
$659K -$52.8K -403 -7%
PCMI
408
Paradigm Capital Management Inc
New York
$659K – – –
DTL
409
Dynamic Technology Lab
Singapore
$652K +$647K +4,945 New
VWA
410
V Wealth Advisors
Kansas
$651K +$646K +4,938 New
HPC
411
Hobart Private Capital
North Carolina
$646K +$44.4K +339 +7%
RIA
412
Realta Investment Advisors
Delaware
$643K +$41.1K +314 +7%
HC
413
Henshaw Capital
Massachusetts
$638K -$386K -2,947 -38%
NICM
414
Neo Ivy Capital Management
New York
$634K +$629K +4,808 New
APG
415
Abacus Planning Group
South Carolina
$633K – – –
AP
416
Advisor Partners
California
$627K +$6.68K +51 +1%
TP
417
Tranquility Partners
Tennessee
$616K +$135K +1,034 +28%
GCP
418
GSA Capital Partners
United Kingdom
$613K +$105K +801 +21%
HAG
419
HighPoint Advisor Group
Illinois
$613K +$530K +4,045 New
BHTS
420
Bar Harbor Trust Services
Maine
$607K +$49.6K +379 +9%
GC
421
Globeflex Capital
California
$601K -$31.2K -238 -5%
PCM
422
Prelude Capital Management
New York
$591K +$587K +4,486 New
AC
423
Athanor Capital
New York
$570K +$566K +4,326 New
UCFA
424
United Capital Financial Advisors
Texas
$567K +$76.9K +587 +16%
PTP
425
Platform Technology Partners
New York
$562K +$126K +960 +29%
15 16
17
18 19