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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
526
Johnson Investment Counsel
Ohio
$594K +$137K +592 +29%
PP
527
Prudential plc
United Kingdom
$594K -$277K -1,196 -31%
HWM
528
HB Wealth Management
Georgia
$594K +$258K +1,111 +72%
VA
529
Vident Advisory
Georgia
$584K +$86K +371 +17%
QPW
530
Quantum Private Wealth
Florida
$574K – – –
FFO
531
Fiduciary Family Office
Florida
$570K – – –
LCM
532
Laurion Capital Management
New York
$570K +$591K +2,548 New
HAG
533
HighPoint Advisor Group
Illinois
$549K -$60.5K -261 -10%
TCM
534
Tributary Capital Management
Nebraska
$546K -$23.2K -100 -4%
PA
535
Procyon Advisors
Connecticut
$540K +$1.39K +6 +0.2%
MYIA
536
Mount Yale Investment Advisors
Colorado
$538K -$22.5K -97 -4%
BMC
537
Benin Management Corp
Connecticut
$537K +$557K +2,401 New
SB
538
Strategic Blueprint
Georgia
$526K -$108K -467 -17%
LA
539
Legacy Advisors
Pennsylvania
$522K +$190K +819 +54%
OWM
540
OneAscent Wealth Management
Alabama
$521K +$137K +592 +34%
FTDI
541
First Trust Direct Indexing
Massachusetts
$516K +$2.78K +12 +0.5%
SI
542
Seeds Investor
New York
$514K +$64.5K +278 +14%
SC
543
Savant Capital
Illinois
$513K -$8.58K -37 -2%
RBC
544
Romano Brothers & Co
Illinois
$511K +$176K +760 +50%
NP
545
NorthRock Partners
Minnesota
$498K +$22K +95 +4%
KCM
546
Kathmere Capital Management
Pennsylvania
$494K -$74K -319 -13%
MWM
547
Meridian Wealth Management
Kentucky
$493K +$511K +2,204 New
YIH
548
Y-Intercept (HK)
Hong Kong
$493K +$510K +2,201 New
YMRC
549
Yorktown Management & Research Company
Virginia
$492K – – –
DA
550
Drake & Associates
Wisconsin
$487K +$29.5K +127 +6%
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