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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
601
Advisornet Financial
Minnesota
$122K +$2.36K +16 +2%
BTI
602
Blue Trust Inc
Georgia
$119K -$8.85K -60 -6%
HNB
603
Huntington National Bank
Ohio
$119K -$66.9K -454 -34%
HI
604
Harbour Investments
Wisconsin
$116K -$11.2K -76 -8%
MCM
605
MAI Capital Management
Ohio
$116K -$12.2K -83 -9%
PP
606
PFS Partners
New Jersey
$115K – – –
PWPS
607
Pinnacle Wealth Planning Services
Ohio
$115K +$124K +841 New
AA
608
Ancora Advisors
Ohio
$111K +$6.19K +42 +5%
SM
609
STF Management
Texas
$110K -$176K -1,191 -60%
ANBT
610
American National Bank & Trust
Texas
$110K +$119K +804 New
WBC
611
Westpac Banking Corp
Australia
$105K – – –
PWMG
612
Prestige Wealth Management Group
New Jersey
$103K -$1.33K -9 -1%
C
613
Covestor
United Kingdom
$101K +$38K +258 +53%
PTC
614
Private Trust Company
Ohio
$100K -$98.9K -671 -48%
PCM
615
Penserra Capital Management
California
$97K -$1.92K -13 -2%
QL
616
Quarry LP
New York
$89.1K +$49.1K +333 +104%
IIM
617
IFC & Insurance Marketing
California
$85K +$91.6K +621 New
TF
618
Tompkins Financial
New York
$81.6K +$14.6K +99 +20%
MPWT
619
MassMutual Private Wealth & Trust
Connecticut
$76.1K -$21.1K -143 -20%
RIL
620
Rothschild Investment LLC
Illinois
$75.9K -$5.31K -36 -6%
GXJ
621
Global X Japan
Japan
$73.8K +$35.2K +239 +79%
CA
622
Clearstead Advisors
Ohio
$73.3K +$33.3K +226 +72%
VCM
623
Versant Capital Management
Arizona
$69.6K +$37.4K +254 +99%
JWA
624
JFS Wealth Advisors
Pennsylvania
$66.7K +$4.13K +28 +6%
CSP
625
Cary Street Partners
Virginia
$64.7K -$3.54K -24 -5%
23 24
25
26 27