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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
526
Chicago Trust
Illinois
$307K +$21.2K +126 +7%
GCM
527
Graham Capital Management
Connecticut
$307K +$328K +1,950 New
BCV
528
Banque Cantonale Vaudoise
Switzerland
$306K – – –
CW
529
CreativeOne Wealth
Kansas
$305K +$5.38K +32 +2%
PTC
530
Private Trust Company
Ohio
$303K -$35K -208 -10%
BFA
531
Beaumont Financial Advisors
Massachusetts
$303K +$1.18K +7 +0.4%
EI
532
Ethic Inc
New York
$300K -$43.2K -257 -12%
PAM
533
Paradigm Asset Management
New York
$299K +$319K +1,900 New
PFS
534
Prospera Financial Services
Texas
$296K -$115K -686 -27%
TMAM
535
Tokio Marine Asset Management
Japan
$296K +$53.8K +320 +21%
GCP
536
GSA Capital Partners
United Kingdom
$296K +$316K +1,880 New
JWCA
537
J.W. Cole Advisors
Florida
$295K -$5.21K -31 -2%
ACA
538
Aptus Capital Advisors
Alabama
$293K -$325K -1,931 -51%
GWANC
539
Guardian Wealth Advisors (North Carolina)
North Carolina
$292K -$242K -1,442 -44%
NRW
540
Nova R Wealth
Kansas
$289K -$1.68K -10 -0.5%
JIC
541
Johnson Investment Counsel
Ohio
$288K -$143K -848 -32%
MCM
542
MAI Capital Management
Ohio
$287K -$34.1K -203 -10%
OFG
543
OmniStar Financial Group
North Carolina
$287K +$4.04K +24 +1%
CWM
544
Curi Wealth Management
North Carolina
$286K +$10.8K +64 +4%
TCA
545
Transcend Capital Advisors
New Jersey
$281K -$1.68K -10 -0.6%
AIP
546
Ameritas Investment Partners
Nebraska
$280K – – –
EFSCE
547
Enterprise Financial Services Corp (EFSC)
Missouri
$280K +$299K +1,780 New
WPW
548
Waldron Private Wealth
Pennsylvania
$277K +$3.7K +22 +1%
PFO
549
Pathstone Family Office
New Jersey
$276K -$51.1K -304 -15%
BRWA
550
B. Riley Wealth Advisors
Florida
$276K -$45.9K -273 -13%
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