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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
551
Private Trust Company
Ohio
$363K +$114K +600 +51%
AWA
552
Aaron Wealth Advisors
Illinois
$358K -$12.7K -67 -4%
HCP
553
Hexagon Capital Partners
Arkansas
$357K +$73.4K +386 +28%
S
554
SignatureFD
Georgia
$353K +$30.6K +161 +10%
JIC
555
Johnson Investment Counsel
Ohio
$352K +$13.5K +71 +4%
CW
556
CreativeOne Wealth
Kansas
$351K +$21.7K +114 +7%
ANBT
557
American National Bank & Trust
Texas
$350K +$299K +1,575 +1,167%
AWM
558
Avior Wealth Management
Nebraska
$349K +$12.4K +65 +4%
VI
559
Vestcor Inc
New Brunswick, Canada
$348K -$70.2K -369 -18%
DWA
560
Dorsey Wright & Associates
California
$338K -$56.7K -298 -15%
OFG
561
OmniStar Financial Group
North Carolina
$333K +$3.04K +16 +1%
GDP
562
Great Diamond Partners
Maine
$331K – – –
LS
563
Livforsakringsbolaget Skandia
Sweden
$328K -$190K -1,000 -38%
FTDI
564
First Trust Direct Indexing
Massachusetts
$328K +$12.2K +64 +4%
RP
565
Riverwater Partners
Wisconsin
$327K +$304K +1,599 New
GC
566
Gilbert & Cook
Iowa
$326K +$3.04K +16 +1%
MCA
567
Magnolia Capital Advisors
Mississippi
$324K +$47.3K +249 +19%
HFM
568
Harvest Fund Management
China
$316K +$45.8K +241 +18%
HIIFS
569
Harel Insurance Investments & Financial Services
Israel
$314K -$89.7K -472 -23%
CWC
570
Carolinas Wealth Consulting
North Carolina
$314K +$84.4K +444 +41%
MWM
571
Modera Wealth Management
New Jersey
$312K +$289K +1,522 New
FA
572
Fermata Advisors
California
$310K +$1.52K +8 +0.5%
EI
573
Ellevest Inc
New York
$310K +$21.7K +114 +8%
AWA
574
Arkadios Wealth Advisors
Georgia
$308K +$66K +347 +30%
NIMI
575
Natixis Investment Managers International
France
$305K – – –
21 22
23
24 25