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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
576
J.W. Coons Advisors
Ohio
$305K +$63.1K +332 +29%
UF
577
Univest Financial
Pennsylvania
$304K -$4.56K -24 -2%
MSAM
578
Moloney Securities Asset Management
Missouri
$303K – – –
AG
579
AlphaSimPlex Group
Massachusetts
$302K +$280K +1,475 New
GLLW
580
Graves Light Lenhart Wealth
Virginia
$297K +$34.4K +181 +14%
OWA
581
Opal Wealth Advisors
New York
$296K +$52.3K +275 +23%
AAM
582
Aureus Asset Management
Massachusetts
$294K – – –
IFS
583
Ifrah Financial Services
Arkansas
$292K -$3.42K -18 -1%
GWANC
584
Guardian Wealth Advisors (North Carolina)
North Carolina
$292K +$271K +1,426 New
CC
585
Courier Capital
New York
$288K -$128K -674 -32%
PCS
586
Personal CFO Solutions
New Jersey
$288K -$760 -4 -0.3%
AWM
587
Apollon Wealth Management
South Carolina
$287K +$31.4K +165 +13%
TAM
588
Trust Asset Management
Texas
$281K – – –
PF
589
Phoenix Financial
Israel
$272K -$1.46M -7,683 -85%
EFM
590
E Fund Management
China
$272K -$288K -1,514 -53%
LGA
591
Lebenthal Global Advisors
New York
$269K +$250K +1,316 New
TMAM
592
Tokio Marine Asset Management
Japan
$266K – – –
MOS
593
MGO One Seven
Ohio
$266K +$247K +1,300 New
EGM
594
Engineers Gate Manager
New York
$265K -$3.92M -20,640 -94%
CWM
595
Curi Wealth Management
North Carolina
$264K – – –
EWM
596
Endowment Wealth Management
Wisconsin
$264K +$245K +1,291 New
IAIM
597
Industrial Alliance Investment Management
Quebec, Canada
$262K +$244K +1,281 New
AG
598
AIA Group
Hong Kong
$261K +$242K +1,273 New
CCA
599
Checchi Capital Advisers
California
$259K +$16.9K +89 +8%
ONB
600
Old National Bancorp
Indiana
$258K -$70.5K -371 -23%
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