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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
FDP
551
Financiere des Professionnels
Quebec, Canada
$393K +$389K +1,949 New
FMAEN1
552
Fund Management at Engine No 1
California
$387K +$32.3K +162 +9%
PTC
553
Private Trust Company
Ohio
$386K -$1.99K -10 -0.5%
AWM
554
AE Wealth Management
Kansas
$383K -$21.9K -110 -5%
WCA
555
Westover Capital Advisors
Delaware
$382K -$16.3K -82 -4%
OWM
556
OneAscent Wealth Management
Alabama
$379K -$89.9K -451 -19%
RJT
557
Raymond James Trust
Florida
$379K -$598 -3 -0.2%
SEM
558
Suncoast Equity Management
Florida
$376K +$22.9K +115 +7%
MYLI
559
Meiji Yasuda Life Insurance
Japan
$375K +$128K +640 +52%
HNB
560
Huntington National Bank
Ohio
$368K -$111K -557 -23%
BAM
561
Burgundy Asset Management
Ontario, Canada
$366K -$367K -1,841 -50%
GWANC
562
Guardian Wealth Advisors (North Carolina)
North Carolina
$365K -$6.98K -35 -2%
JCM
563
Jacobi Capital Management
Pennsylvania
$365K -$63.6K -319 -15%
MWM
564
Meridian Wealth Management
Kentucky
$364K +$12.6K +63 +4%
RFN
565
RDA Financial Network
Iowa
$364K +$24.7K +124 +7%
HWM
566
HB Wealth Management
Georgia
$360K +$87.5K +439 +33%
MPCG
567
Matrix Private Capital Group
New York
$359K – – –
FCH
568
Freestone Capital Holdings
Washington
$357K -$55K -276 -14%
VA
569
Vident Advisory
Georgia
$355K +$351K +1,760 New
PTC
570
Petrus Trust Company
Texas
$355K – – –
PVI
571
Pine Valley Investments
New Jersey
$350K +$346K +1,737 New
GL
572
Graypoint LLC
New York
$347K +$343K +1,720 New
AMCA
573
Arthur M. Cohen & Associates
Illinois
$345K – – –
FCI
574
Financial Counselors Inc
Kansas
$342K -$399 -2 -0.1%
PFS
575
Prospera Financial Services
Texas
$342K -$25.3K -127 -7%
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