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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
576
Rehmann Capital Advisory Group
Michigan
$447K +$40.9K +172 +11%
AMCA
577
Arthur M. Cohen & Associates
Illinois
$446K +$7.36K +31 +2%
OWM
578
OneAscent Wealth Management
Alabama
$444K +$4.99K +21 +1%
WIA
579
World Investment Advisors
California
$443K +$411K +1,731 New
OC
580
Oppenheimer & Co
New York
$438K -$75.1K -316 -16%
FCI
581
Financial Counselors Inc
Kansas
$434K – – –
PAM
582
Panagora Asset Management
Massachusetts
$429K +$1.66K +7 +0.4%
CT
583
Chicago Trust
Illinois
$428K -$84.3K -355 -17%
GI
584
GAMMA Investing
California
$426K +$45.6K +192 +13%
HT
585
Heritage Trust
Oklahoma
$425K – – –
GL
586
Graypoint LLC
New York
$424K +$9.74K +41 +3%
WPW
587
Waldron Private Wealth
Pennsylvania
$421K -$510K -2,148 -57%
ZIC
588
ZWJ Investment Counsel
Georgia
$421K +$391K +1,645 New
TPI
589
Trust Point Inc
Wisconsin
$411K -$9.03K -38 -2%
FT
590
Fiduciary Trust
Massachusetts
$407K +$83.1K +350 +28%
ACA
591
Aptus Capital Advisors
Alabama
$406K -$60.6K -255 -14%
I
592
InceptionR
California
$404K +$375K +1,580 New
FFA
593
Florida Financial Advisors
Florida
$404K +$113K +477 +43%
CCA
594
Covey Capital Advisors
Georgia
$403K -$50.4K -212 -12%
TAM
595
Trust Asset Management
Texas
$402K – – –
EFSCE
596
Enterprise Financial Services Corp (EFSC)
Missouri
$402K -$24.2K -102 -6%
VFA
597
Values First Advisors
Tennessee
$395K +$68.2K +287 +23%
BL
598
Balentine LLC
Georgia
$395K -$3.56K -15 -1%
CCA
599
Checchi Capital Advisers
California
$395K +$9.74K +41 +3%
HWM
600
HB Wealth Management
Georgia
$395K +$17.8K +75 +5%
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