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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
601
Blue Trust Inc
Georgia
$119K -$8.85K -60 -6%
HNB
602
Huntington National Bank
Ohio
$119K -$66.9K -454 -34%
HI
603
Harbour Investments
Wisconsin
$116K -$11.2K -76 -8%
MCM
604
MAI Capital Management
Ohio
$116K -$12.2K -83 -9%
PP
605
PFS Partners
New Jersey
$115K – – –
PWPS
606
Pinnacle Wealth Planning Services
Ohio
$115K +$124K +841 New
AA
607
Ancora Advisors
Ohio
$111K +$6.19K +42 +5%
SM
608
STF Management
Texas
$110K -$176K -1,191 -60%
ANBT
609
American National Bank & Trust
Texas
$110K +$119K +804 New
WBC
610
Westpac Banking Corp
Australia
$105K – – –
PWMG
611
Prestige Wealth Management Group
New Jersey
$103K -$1.33K -9 -1%
C
612
Covestor
United Kingdom
$101K +$38K +258 +53%
PTC
613
Private Trust Company
Ohio
$100K -$98.9K -671 -48%
PCM
614
Penserra Capital Management
California
$97K -$1.92K -13 -2%
QL
615
Quarry LP
New York
$89.1K +$49.1K +333 +104%
IIM
616
IFC & Insurance Marketing
California
$85K +$91.6K +621 New
TF
617
Tompkins Financial
New York
$81.6K +$14.6K +99 +20%
MPWT
618
MassMutual Private Wealth & Trust
Connecticut
$76.1K -$21.1K -143 -20%
RIL
619
Rothschild Investment LLC
Illinois
$75.9K -$5.31K -36 -6%
GXJ
620
Global X Japan
Japan
$73.8K +$35.2K +239 +79%
CA
621
Clearstead Advisors
Ohio
$73.3K +$33.3K +226 +72%
VCM
622
Versant Capital Management
Arizona
$69.6K +$37.4K +254 +99%
JWA
623
JFS Wealth Advisors
Pennsylvania
$66.7K +$4.13K +28 +6%
CSP
624
Cary Street Partners
Virginia
$64.7K -$3.54K -24 -5%
GRP
625
Global Retirement Partners
California
$63.7K +$24.8K +168 +56%
23 24
25
26 27