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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
501
UMB Bank
Missouri
$689K -$11.2K -47 -2%
CC
502
Cipher Capital
New York
$679K +$328K +1,379 +108%
PAS
503
Park Avenue Securities
New York
$675K -$13.1K -55 -2%
PSC
504
Portman Square Capital
United Kingdom
$670K -$22.1K -93 -3%
CG
505
Cynosure Group
Utah
$667K +$620K +2,609 New
IAS
506
Insigneo Advisory Services
Florida
$667K +$5.46K +23 +0.9%
QPW
507
Quantum Private Wealth
Florida
$656K – – –
OFS
508
OneAscent Financial Services
Alabama
$655K +$48K +202 +9%
BAMF
509
BI Asset Management Fondsmaeglerselskab
Denmark
$653K +$94.8K +399 +19%
FFO
510
Fiduciary Family Office
Florida
$652K – – –
DFCM
511
Dark Forest Capital Management
Puerto Rico
$652K +$605K +2,548 New
TCM
512
Tributary Capital Management
Nebraska
$650K -$11.9K -50 -2%
KCM
513
Kathmere Capital Management
Pennsylvania
$646K +$43.9K +185 +8%
MYIA
514
Mount Yale Investment Advisors
Colorado
$639K -$177K -744 -23%
PA
515
Procyon Advisors
Connecticut
$616K +$1.43K +6 +0.2%
AC
516
AXQ Capital
New Jersey
$614K +$570K +2,400 New
PI
517
PineBridge Investments
New York
$602K +$65.1K +274 +13%
MAS
518
Meeder Advisory Services
Ohio
$601K +$8.55K +36 +2%
CSPIA
519
Cary Street Partners Investment Advisory
Virginia
$599K +$107K +450 +24%
SC
520
Savant Capital
Illinois
$595K +$475 +2 +0.1%
VC
521
Vestor Capital
Illinois
$589K – – –
FTDI
522
First Trust Direct Indexing
Massachusetts
$586K +$104K +436 +24%
DA
523
Duality Advisers
Florida
$584K +$543K +2,285 New
HAG
524
HighPoint Advisor Group
Illinois
$583K +$4.04K +17 +0.7%
SM
525
STF Management
Texas
$577K +$3.09K +13 +0.6%
19 20
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