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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
CANY
451
Caxton Associates (New York)
New York
$300K +$13.4K +117 +5%
NNP
452
Nachman Norwood & Parrott
South Carolina
$298K – – –
MCM
453
MAI Capital Management
Ohio
$297K -$34.9K -304 -11%
SPC
454
Sigma Planning Corp
Michigan
$297K +$29.8K +260 +12%
FSC
455
Full Sail Capital
Oklahoma
$287K +$803 +7 +0.3%
ASN
456
Advisory Services Network
Georgia
$285K – – –
CFA
457
Carroll Financial Associates
North Carolina
$281K +$258K +2,249 +6,247%
BRWA
458
B. Riley Wealth Advisors
Florida
$280K -$11.4K -99 -4%
RWA
459
Ropes Wealth Advisors
Massachusetts
$279K -$93.7K -817 -27%
QCM
460
Quantinno Capital Management
New York
$277K -$160K -1,392 -38%
IRF
461
IBM Retirement Fund
New York
$274K -$3.1K -27 -1%
CC
462
ClearArc Capital
Ohio
$271K +$253K +2,202 New
KM
463
Kalos Management
Georgia
$270K -$31.6K -276 -11%
ACM
464
Alta Capital Management
Utah
$269K -$106K -920 -30%
EWA
465
EP Wealth Advisors
California
$267K – – –
BWP
466
Baldwin Wealth Partners
Massachusetts
$264K – – –
WJWM
467
Williams Jones Wealth Management
New York
$264K +$246K +2,143 New
RC
468
RegentAtlantic Capital
New Jersey
$263K -$62.4K -544 -20%
CC
469
Courier Capital
New York
$262K – – –
HS
470
HighVista Strategies
Massachusetts
$259K -$436K -3,800 -64%
BDF
471
Balasa Dinverno & Foltz
$259K +$15.9K +139 +7%
ZCI
472
Zevenbergen Capital Investments
Washington
$258K +$240K +2,095 New
CCM
473
Crabel Capital Management
California
$256K +$238K +2,074 New
DWA
474
Douglass Winthrop Advisors
New York
$253K +$235K +2,051 New
TAM
475
Tocqueville Asset Management
New York
$251K -$75.7K -660 -24%
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