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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
JFL
551
Jarislowsky, Fraser Ltd
Quebec, Canada
$499K – – –
WWP
552
Walden Wealth Partners
Ohio
$498K – – –
SVWAG
553
Sound View Wealth Advisors Group
Georgia
$495K -$950 -4 -0.2%
GP
554
Girard Partners
Pennsylvania
$491K -$26.8K -113 -6%
HI
555
Horizon Investments
North Carolina
$488K -$18.5K -78 -4%
BRWA
556
B. Riley Wealth Advisors
Florida
$485K +$8.07K +34 +1%
CG
557
Caprock Group
Idaho
$485K -$43K -181 -9%
WCA
558
Westover Capital Advisors
Delaware
$484K – – –
BAM
559
Burgundy Asset Management
Ontario, Canada
$484K – – –
QCG
560
Quadrant Capital Group
Ohio
$482K -$7.13K -30 -2%
CANY
561
Caxton Associates (New York)
New York
$481K -$2.09M -8,781 -82%
RJT
562
Raymond James Trust
Florida
$481K +$6.17K +26 +1%
RCA
563
Roberts Capital Advisors
Colorado
$477K +$443K +1,865 New
PTC
564
Private Trust Company
Ohio
$474K -$238 -1 -0.1%
SIM
565
Studio Investment Management
Illinois
$462K +$25.9K +109 +6%
TWC
566
TD Waterhouse Canada
Ontario, Canada
$461K -$5.94K -25 -1%
NRW
567
Nova R Wealth
Kansas
$460K +$427K +1,797 New
UWS
568
Unique Wealth Strategies
Illinois
$460K -$326K -1,373 -43%
NP
569
Nilsine Partners
Colorado
$457K – – –
MPCG
570
Matrix Private Capital Group
New York
$456K +$2.85K +12 +0.7%
BCM
571
Boltwood Capital Management
California
$455K +$13.1K +55 +3%
ANBT
572
American National Bank & Trust
Texas
$452K -$148K -624 -26%
FCH
573
Freestone Capital Holdings
Washington
$452K – – –
PS
574
Principal Securities
Iowa
$452K +$10.2K +43 +2%
WPC
575
Wedmont Private Capital
Pennsylvania
$448K +$13.8K +58 +3%
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