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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
551
Burgundy Asset Management
Ontario, Canada
$430K +$16.7K +79 +4%
CSPIA
552
Cary Street Partners Investment Advisory
Virginia
$430K +$341K +1,609 +571%
FTDI
553
First Trust Direct Indexing
Massachusetts
$422K +$65.1K +307 +20%
RJT
554
Raymond James Trust
Florida
$421K -$4.66K -22 -1%
PTC
555
Private Trust Company
Ohio
$421K -$12.7K -60 -3%
ACA
556
Aptus Capital Advisors
Alabama
$419K -$64.8K -306 -14%
SEM
557
Suncoast Equity Management
Florida
$418K -$5.72K -27 -1%
KPWS
558
Kestra Private Wealth Services
Texas
$415K +$387K +1,824 New
AWM
559
Apollon Wealth Management
South Carolina
$407K -$471K -2,223 -55%
NP
560
Nilsine Partners
Colorado
$406K -$432K -2,039 -53%
CCA
561
Covey Capital Advisors
Georgia
$406K +$379K +1,787 New
TWC
562
TD Waterhouse Canada
Ontario, Canada
$402K -$250K -1,179 -39%
MPCG
563
Matrix Private Capital Group
New York
$402K -$2.33K -11 -0.6%
FCH
564
Freestone Capital Holdings
Washington
$402K – – –
PTC
565
Petrus Trust Company
Texas
$400K – – –
HFM
566
Harvest Fund Management
China
$393K +$249K +1,177 +157%
PS
567
Principal Securities
Iowa
$392K +$365K +1,724 New
BCM
568
Boltwood Capital Management
California
$391K +$19.1K +90 +6%
OWM
569
OneAscent Wealth Management
Alabama
$390K -$33.9K -160 -9%
AMCA
570
Arthur M. Cohen & Associates
Illinois
$389K – – –
SIM
571
Studio Investment Management
Illinois
$386K -$64.4K -304 -15%
FCI
572
Financial Counselors Inc
Kansas
$386K – – –
RFN
573
RDA Financial Network
Iowa
$381K -$27.8K -131 -7%
EFSCE
574
Enterprise Financial Services Corp (EFSC)
Missouri
$380K +$1.91K +9 +0.5%
PAM
575
Panagora Asset Management
Massachusetts
$380K +$424 +2 +0.1%
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