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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
551
Camelot Portfolios
Ohio
$324K +$30.4K +179 +11%
FLPIM
552
F.L. Putnam Investment Management
Massachusetts
$323K -$46.9K -276 -13%
SAM
553
Silvercrest Asset Management
New York
$322K -$99.2K -584 -24%
AWM
554
Apollon Wealth Management
South Carolina
$311K -$45.5K -268 -13%
OC
555
Oppenheimer & Co
New York
$308K -$53.7K -316 -15%
FFM
556
Forum Financial Management
Illinois
$306K +$291K +1,716 New
FC
557
Farringdon Capital
United Kingdom
$306K -$280K -1,649 -49%
CFG
558
Citizens Financial Group
Rhode Island
$305K +$290K +1,707 New
KPWS
559
Kestra Private Wealth Services
Texas
$301K +$286K +1,686 New
HH
560
Hilltop Holdings
Texas
$298K +$21.6K +127 +8%
CCA
561
Checchi Capital Advisers
California
$298K +$42.3K +249 +18%
PTC
562
Private Trust Company
Ohio
$297K +$51.8K +305 +22%
IPAM
563
ICICI Prudential Asset Management
India
$295K -$8.32K -49 -3%
PAM
564
Panagora Asset Management
Massachusetts
$295K -$849 -5 -0.3%
NWAG
565
Net Worth Advisory Group
Utah
$294K +$10.4K +61 +4%
ZIC
566
ZWJ Investment Counsel
Georgia
$294K – – –
NP
567
NorthRock Partners
Minnesota
$287K +$33K +194 +14%
VA
568
VestGen Advisors
Illinois
$284K -$1.02K -6 -0.4%
DC
569
Davenport & Co
Virginia
$284K -$1.8M -10,622 -87%
SWP
570
Stratos Wealth Partners
Ohio
$283K -$19K -112 -7%
PP
571
PDS Planning
Ohio
$282K +$7.98K +47 +3%
SWP
572
Sagespring Wealth Partners
Tennessee
$281K +$267K +1,572 New
LCWP
573
Legacy Capital Wealth Partners
Arkansas
$278K +$32.1K +189 +14%
TAM
574
Trust Asset Management
Texas
$275K – – –
CT
575
Chicago Trust
Illinois
$273K +$260K +1,530 New
21 22
23
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