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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
601
Coldstream Capital Management
Washington
$240K -$83.1K -489 -27%
SPIA
602
Steward Partners Investment Advisory
New York
$239K -$36.5K -215 -14%
GWM
603
Gibbs Wealth Management
Georgia
$238K +$227K +1,335 New
PFS
604
Prospera Financial Services
Texas
$237K +$226K +1,329 New
SRC
605
Stone Run Capital
New York
$237K +$225K +1,325 New
EA
606
Ergawealth Advisors
Illinois
$234K +$849 +5 +0.4%
CAM
607
Claret Asset Management
Quebec, Canada
$234K +$223K +1,312 New
CI
608
Cigna Investments
Connecticut
$232K -$6.28K -37 -3%
MYAM
609
Meiji Yasuda Asset Management
Japan
$231K -$283K -1,668 -56%
QWP
610
Quotient Wealth Partners
Texas
$231K -$8.15K -48 -4%
TSS
611
Two Sigma Securities
New York
$231K +$219K +1,291 New
OWM
612
OneAscent Wealth Management
Alabama
$229K +$218K +1,284 New
SHJ
613
Sharkey, Howes & Javer
Colorado
$225K – – –
BWP
614
Balboa Wealth Partners
Arizona
$223K +$212K +1,251 New
SI
615
Seeds Investor
New York
$222K -$15.8K -93 -7%
UF
616
Univest Financial
Pennsylvania
$222K +$211K +1,243 New
OFS
617
OneAscent Financial Services
Alabama
$221K +$209K +1,229 New
ACP
618
Aviance Capital Partners
Florida
$217K +$207K +1,216 New
BTW
619
Boston Trust Walden
Massachusetts
$216K +$206K +1,211 New
AC
620
AlphaCore Capital
California
$216K +$206K +1,210 New
CI
621
CX Institutional
Indiana
$216K +$50.6K +298 +33%
NAAA
622
New Age Alpha Advisors
New York
$216K +$205K +1,209 New
SVWAG
623
Sound View Wealth Advisors Group
Georgia
$212K -$18.9K -111 -9%
FTWA
624
Fifth Third Wealth Advisors
Ohio
$211K -$22.4K -132 -10%
TC
625
TownSquare Capital
Utah
$211K -$3.54M -20,817 -95%
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