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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
601
AIA Investment Management
Singapore
$37K +$11.9K +90 +53%
FEG
602
Financial Enhancement Group
Indiana
$36K – – –
EI
603
Ellevest Inc
New York
$35K +$31.6K +239 +5,975%
IIA
604
ICW Investment Advisors
Arizona
$35K +$32K +242 New
SIC
605
Samalin Investment Counsel
New York
$35K +$33.1K +250 New
OPS
606
Orion Portfolio Solutions
Nebraska
$34K +$31.9K +241 New
PO
607
Private Ocean
California
$33K +$29.8K +225 New
NSIM
608
North Star Investment Management
Illinois
$30K – – –
AS
609
Altshuler Shaham
Israel
$28K -$2.78K -21 -10%
CFN
610
Cordasco Financial Network
Florida
$26K – – –
PCM
611
Prelude Capital Management
New York
$25K +$23.2K +175 New
FHA
612
First Horizon Advisors
Tennessee
$23K -$397 -3 -2%
FFC
613
First Financial Corp
Indiana
$23K – – –
PB
614
Pinnacle Bancorp
Nebraska
$22K – – –
SL
615
Savior LLC
Massachusetts
$22K +$20.2K +153 New
LF
616
Lee Financial
Texas
$21K – – –
WTC
617
WhitTier Trust Company
Nevada
$21K – – –
TCWM
618
Total Clarity Wealth Management
Illinois
$21K +$19.2K +145 New
VEA
619
Virtus ETF Advisers
New York
$20K +$18.8K +142 New
WQ
620
Wealth Quarterback
New Jersey
$19.7K +$18.3K +138 New
MF
621
Manchester Financial
California
$19K +$18K +136 New
1W
622
1776 Wealth
Georgia
$19K +$18.4K +139 New
HR
623
Howe & Rusling
New York
$17K – – –
SBL
624
Sargent Bickham Lagudis
Colorado
$17K – – –
CCM
625
Covington Capital Management
California
$16K -$8.6K -65 -37%
23 24
25
26 27