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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
601
Glen Eagle Advisors
New Jersey
$116K – – –
QCG
602
Quadrant Capital Group
Ohio
$110K +$15.7K +91 +17%
EWM
603
Endurance Wealth Management
Rhode Island
$101K – – –
JCM
604
Jacobi Capital Management
Pennsylvania
$99K – – –
SWM
605
Spire Wealth Management
Virginia
$98K -$760K -4,412 -89%
DMBA
606
Deseret Mutual Benefit Administrators
Utah
$98K +$96.6K +561 New
LWCFA
607
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$95K +$93.5K +543 New
FA
608
Fortis Advisors
Pennsylvania
$93K – – –
SOW
609
State of Wyoming
Wyoming
$93K +$9.99K +58 +12%
APP
610
Alpha Paradigm Partners
Illinois
$92K – – –
SQA
611
Simon Quick Advisors
New Jersey
$92K +$172 +1 +0.2%
BHWM
612
Bay Harbor Wealth Management
Maryland
$90K +$689 +4 +0.8%
LWM
613
Liberty Wealth Management
California
$89K +$2.41K +14 +3%
EAM
614
Exos Asset Management
New York
$86K +$84.4K +490 New
CFGS
615
Concourse Financial Group Securities
Alabama
$85K -$277K -1,608 -77%
BBHC
616
Brown Brothers Harriman & Co
New York
$84K +$60K +348 +266%
GM
617
GeoWealth Management
Illinois
$80K +$79.1K +459 New
TAIM
618
TD Ameritrade Investment Management
Nebraska
$79K -$5.17K -30 -6%
PCM
619
Penserra Capital Management
California
$79K +$17.1K +99 +28%
AS
620
Altshuler Shaham
Israel
$79K +$70.8K +411 +956%
PMAS
621
PNC Managed Account Solutions
Texas
$77K +$75.5K +438 New
GFPC
622
Global Financial Private Client
Florida
$73.1K – – –
DWA
623
Dougherty Wealth Advisers
Minnesota
$72K – – –
SC
624
SouthState Corp
Florida
$65K – – –
AWM
625
AllSquare Wealth Management
New York
$62K -$1.55K -9 -2%
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