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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
576
Moloney Securities Asset Management
Missouri
$303K – – –
AG
577
AlphaSimPlex Group
Massachusetts
$302K +$280K +1,475 New
GLLW
578
Graves Light Lenhart Wealth
Virginia
$297K +$34.4K +181 +14%
OWA
579
Opal Wealth Advisors
New York
$296K +$52.3K +275 +23%
AAM
580
Aureus Asset Management
Massachusetts
$294K – – –
IFS
581
Ifrah Financial Services
Arkansas
$292K -$3.42K -18 -1%
GWANC
582
Guardian Wealth Advisors (North Carolina)
North Carolina
$292K +$271K +1,426 New
CC
583
Courier Capital
New York
$288K -$128K -674 -32%
PCS
584
Personal CFO Solutions
New Jersey
$288K -$760 -4 -0.3%
AWM
585
Apollon Wealth Management
South Carolina
$287K +$31.4K +165 +13%
TAM
586
Trust Asset Management
Texas
$281K – – –
PF
587
Phoenix Financial
Israel
$272K -$1.46M -7,683 -85%
EFM
588
E Fund Management
China
$272K -$288K -1,514 -53%
LGA
589
Lebenthal Global Advisors
New York
$269K +$250K +1,316 New
TMAM
590
Tokio Marine Asset Management
Japan
$266K – – –
MOS
591
MGO One Seven
Ohio
$266K +$247K +1,300 New
EGM
592
Engineers Gate Manager
New York
$265K -$3.92M -20,640 -94%
CWM
593
Curi Wealth Management
North Carolina
$264K – – –
EWM
594
Endowment Wealth Management
Wisconsin
$264K +$245K +1,291 New
IAIM
595
Industrial Alliance Investment Management
Quebec, Canada
$262K +$244K +1,281 New
AG
596
AIA Group
Hong Kong
$261K +$242K +1,273 New
CCA
597
Checchi Capital Advisers
California
$259K +$16.9K +89 +8%
ONB
598
Old National Bancorp
Indiana
$258K -$70.5K -371 -23%
HI
599
Horizon Investments
North Carolina
$256K -$627K -3,297 -72%
SFI
600
Susquehanna Fundamental Investments
Pennsylvania
$253K -$846K -4,448 -78%
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