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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
BSAM
576
Blue Square Asset Management
New York
$201K +$198K +1,151 New
HWMA
577
Heritage Wealth Management (Arizona)
Arizona
$196K +$108K +629 +128%
SC
578
Steph & Co
Wisconsin
$191K -$96.6K -561 -34%
RTC
579
Riverview Trust Company
Washington
$191K – – –
CT
580
Caldwell Trust
Florida
$185K -$24.3K -141 -12%
AIM
581
Arcadia Investment Management
Michigan
$175K – – –
TSW
582
Thompson Siegel & Walmsley
Virginia
$175K – – –
WA
583
WestEnd Advisors
North Carolina
$174K – – –
BAM
584
Belpointe Asset Management
Nevada
$168K +$32.2K +187 +19%
SPIA
585
Steward Partners Investment Advisory
New York
$165K -$8.61K -50 -5%
PCG
586
Private Capital Group
Connecticut
$161K -$3.1K -18 -2%
FF
587
FourThought Financial
Florida
$158K -$6.89K -40 -4%
FDCDDQ
588
Federation des caisses Desjardins du Quebec
Quebec, Canada
$157K – – –
FHA
589
First Horizon Advisors
Tennessee
$153K -$35.3K -205 -19%
HFS
590
Hantz Financial Services
Michigan
$152K -$10.7K -62 -7%
AWA
591
Arkadios Wealth Advisors
Georgia
$152K +$128K +743 +563%
AA
592
Ancora Advisors
Ohio
$151K +$52.5K +305 +54%
BAM
593
Barrett Asset Management
New York
$148K – – –
CFO
594
CVA Family Office
Colorado
$138K +$120K +695 +732%
HFM
595
Harvest Fund Management
China
$135K +$62.9K +365 +90%
CMBA
596
C.M. Bidwell & Associates
Hawaii
$133K -$26K -151 -17%
PWMG
597
Prestige Wealth Management Group
New Jersey
$132K – – –
GWM
598
Geneos Wealth Management
Colorado
$128K -$185K -1,073 -60%
GEA
599
Glen Eagle Advisors
New Jersey
$116K – – –
QCG
600
Quadrant Capital Group
Ohio
$110K +$15.7K +91 +17%
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