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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
601
Jacobi Capital Management
Pennsylvania
$248K +$11.8K +61 +4%
GL
602
Graypoint LLC
New York
$245K -$47.2K -243 -15%
PP
603
PDS Planning
Ohio
$245K +$43.5K +224 +19%
SHFA
604
SS&H Financial Advisors
Michigan
$245K – – –
AFG
605
Atomi Financial Group
New York
$238K +$23.1K +119 +10%
CI
606
Cigna Investments
Connecticut
$237K – – –
OFS
607
Orrstown Financial Services
Pennsylvania
$237K – – –
HCM
608
Hengehold Capital Management
Ohio
$231K +$25.8K +133 +11%
JIC
609
Johnson Investment Counsel
Ohio
$231K -$149K -767 -37%
EA
610
Ergawealth Advisors
Illinois
$227K +$971 +5 +0.4%
LSPW
611
Lake Street Private Wealth
Illinois
$226K – – –
DIA
612
Dana Investment Advisors
Wisconsin
$225K -$308K -1,584 -55%
OWA
613
Opal Wealth Advisors
New York
$225K -$4.47K -23 -2%
CCA
614
Checchi Capital Advisers
California
$224K -$34.6K -178 -12%
VSQM
615
V-Square Quantitative Management
Illinois
$224K +$41.2K +212 +20%
PTC
616
Private Trust Company
Ohio
$220K -$148K -763 -38%
OTPPB
617
Ontario Teachers' Pension Plan Board
Ontario, Canada
$220K -$732K -3,770 -75%
GWANC
618
Guardian Wealth Advisors (North Carolina)
North Carolina
$220K +$2.14K +11 +0.9%
SHJ
619
Sharkey, Howes & Javer
Colorado
$219K – – –
QWP
620
Quotient Wealth Partners
Texas
$219K -$17.3K -89 -7%
WBC
621
Westpac Banking Corp
Australia
$218K +$93.4K +481 +62%
CSP
622
Cary Street Partners
Virginia
$218K +$243K +1,252 New
UF
623
Univest Financial
Pennsylvania
$216K -$230K -1,184 -49%
FTWA
624
Fifth Third Wealth Advisors
Ohio
$214K +$1.17K +6 +0.5%
GCM
625
Graham Capital Management
Connecticut
$214K +$239K +1,231 New
23 24
25
26 27