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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
551
Bay Harbor Wealth Management
Maryland
$40K +$5.88K +48 +13%
EI
552
Ellevest Inc
New York
$40K +$22.9K +187 +77%
CDIA
553
Capital Directions Investment Advisors
Georgia
$38K – – –
DSC
554
Duncker Streett & Co
Missouri
$37K – – –
TL
555
TrueWealth LLC
Georgia
$37K – – –
GFPC
556
Global Financial Private Client
Florida
$37K – – –
PA
557
Parallel Advisors
California
$36K -$15.2K -124 -24%
SQA
558
Simon Quick Advisors
New Jersey
$35K -$2.33K -19 -5%
GWM
559
Geneos Wealth Management
Colorado
$33K – – –
FAM
560
Fred Alger Management
New York
$32K -$895K -7,312 -96%
AWM
561
AllSquare Wealth Management
New York
$32K – – –
LAS
562
Lloyd Advisory Services
Georgia
$32K +$245 +2 +0.6%
WLPWM
563
Walled Lake Planning & Wealth Management
Illinois
$31K +$122 +1 +0.3%
BFEC
564
Benjamin F. Edwards & Company
Missouri
$30K -$13.7K -112 -26%
FDCDDQ
565
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.1K -$405K -3,307 -91%
BCA
566
Berman Capital Advisors
Georgia
$25K -$490 -4 -1%
AIM
567
AIA Investment Management
Singapore
$24K – – –
HI
568
Human Investing
Oregon
$23K -$11K -90 -27%
FEG
569
Financial Enhancement Group
Indiana
$23K -$980 -8 -3%
PCM
570
Penserra Capital Management
California
$22K -$9.65M -78,825 -100%
OPS
571
Orion Portfolio Solutions
Nebraska
$21K -$1.96K -16 -7%
PO
572
Private Ocean
California
$20K – – –
NSIM
573
North Star Investment Management
Illinois
$20K +$122 +1 +0.5%
NIT
574
NumerixS Investment Technologies
British Columbia, Canada
$19K -$551K -4,500 -96%
1W
575
1776 Wealth
Georgia
$19K – – –
21 22
23
24 25