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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
551
Prospera Financial Services
Texas
$335K +$873 +5 +0.3%
MPCG
552
Matrix Private Capital Group
New York
$327K +$1.92K +11 +0.6%
PTC
553
Petrus Trust Company
Texas
$323K +$37.2K +213 +14%
FMAEN1
554
Fund Management at Engine No 1
California
$322K +$19.9K +114 +7%
SEM
555
Suncoast Equity Management
Florida
$321K -$189K -1,084 -38%
JFG
556
Jefferies Financial Group
New York
$321K -$10.5K -60 -3%
NIMI
557
Natixis Investment Managers International
France
$320K -$281K -1,610 -48%
MWM
558
Meridian Wealth Management
Kentucky
$320K +$304K +1,743 New
HIIFS
559
Harel Insurance Investments & Financial Services
Israel
$316K +$204K +1,167 +201%
AMCA
560
Arthur M. Cohen & Associates
Illinois
$314K – – –
FCI
561
Financial Counselors Inc
Kansas
$312K -$92.2K -528 -24%
RFN
562
RDA Financial Network
Iowa
$309K -$3.49K -20 -1%
RBC
563
Romano Brothers & Co
Illinois
$307K – – –
EFSCE
564
Enterprise Financial Services Corp (EFSC)
Missouri
$306K -$156K -893 -35%
AA
565
ALPS Advisors
Colorado
$306K +$2.62K +15 +0.9%
AIP
566
Ameritas Investment Partners
Nebraska
$305K – – –
HT
567
Heritage Trust
Oklahoma
$305K +$291K +1,663 New
VIA
568
Vident Investment Advisory
Georgia
$302K -$1.67M -9,533 -85%
T
569
TCWP
Ohio
$301K +$286K +1,638 New
CI
570
Cigna Investments
Connecticut
$299K – – –
MG
571
Meritage Group
California
$298K +$284K +1,623 New
WS
572
Wedbush Securities
California
$296K -$59.9K -343 -18%
CP
573
Camelot Portfolios
Ohio
$294K +$8.04K +46 +3%
BCM
574
Boltwood Capital Management
California
$291K – – –
CWC
575
Carolinas Wealth Consulting
North Carolina
$289K +$699 +4 +0.3%
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