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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
HT
601
Heritage Trust
Oklahoma
$372K – – –
BFM
602
Boothbay Fund Management
New York
$371K +$385K +1,659 New
PAM
603
Panagora Asset Management
Massachusetts
$371K -$5.1K -22 -1%
ZIC
604
ZWJ Investment Counsel
Georgia
$368K – – –
WPW
605
Waldron Private Wealth
Pennsylvania
$366K -$3.25K -14 -0.9%
ACA
606
Aptus Capital Advisors
Alabama
$364K +$8.81K +38 +2%
BTI
607
Blue Trust Inc
Georgia
$361K +$286K +1,232 +684%
TCOT
608
Trust Company of Toledo
Ohio
$361K +$123K +530 +49%
TPI
609
Trust Point Inc
Wisconsin
$357K -$2.55K -11 -0.7%
ETC
610
Exchange Traded Concepts
Oklahoma
$356K +$62.4K +269 +20%
RFN
611
RDA Financial Network
Iowa
$355K +$10.7K +46 +3%
TWC
612
TD Waterhouse Canada
Ontario, Canada
$352K -$44.5K -192 -11%
TAM
613
Trust Asset Management
Texas
$351K – – –
OCM
614
One Capital Management
California
$347K +$359K +1,550 New
FFA
615
Farther Finance Advisors
California
$343K +$291K +1,254 +406%
DADC
616
D.A. Davidson & Co
Montana
$342K – – –
CCA
617
Covey Capital Advisors
Georgia
$342K -$11.1K -48 -3%
PF
618
Phoenix Financial
Israel
$342K +$20.6K +89 +6%
CWC
619
Carolinas Wealth Consulting
North Carolina
$341K -$232 -1 -0.1%
EFSCE
620
Enterprise Financial Services Corp (EFSC)
Missouri
$341K -$10.9K -47 -3%
CCA
621
Checchi Capital Advisers
California
$340K -$5.57K -24 -2%
BAMF
622
BI Asset Management Fondsmaeglerselskab
Denmark
$340K -$241K -1,037 -41%
PWPS
623
Pinnacle Wealth Planning Services
Ohio
$339K -$2.55K -11 -0.7%
AP
624
Advisors Preferred
Maryland
$336K +$356K +1,533 New
PAM
625
Paradigm Asset Management
New York
$336K +$348K +1,500 New
23 24
25
26 27