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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
626
Iconiq Capital
California
$210K +$200K +1,177 New
BFO
627
Biltmore Family Office
North Carolina
$209K +$199K +1,171 New
AG
628
Ascent Group
Virginia
$208K +$198K +1,167 New
BSAM
629
Blue Square Asset Management
New York
$206K +$195K +1,151 New
SCP
630
Sivia Capital Partners
California
$205K +$195K +1,150 New
TPI
631
Trust Point Inc
Wisconsin
$204K -$54.9K -323 -22%
SIM
632
Stratos Investment Management
Ohio
$204K +$194K +1,143 New
VAG
633
VisionPoint Advisory Group
Texas
$204K -$24.1K -142 -11%
OIA
634
OneDigital Investment Advisors
Kansas
$203K -$31.6K -186 -14%
NFG
635
Nadler Financial Group
Illinois
$203K +$193K +1,134 New
GWANC
636
Guardian Wealth Advisors (North Carolina)
North Carolina
$202K +$192K +1,133 New
CWM
637
Connecticut Wealth Management
Connecticut
$201K +$192K +1,128 New
KFC
638
Klingenstein Fields & Co
New York
$201K +$191K +1,126 New
BBHC
639
Brown Brothers Harriman & Co
New York
$198K +$31.8K +187 +20%
MCM
640
MAI Capital Management
Ohio
$194K +$49.4K +291 +37%
RWM
641
RMG Wealth Management
Wisconsin
$186K +$175K +1,031 New
HI
642
Harbour Investments
Wisconsin
$182K -$30.6K -180 -15%
AIM
643
Arcadia Investment Management
Michigan
$179K – – –
CT
644
Caldwell Trust
Florida
$177K – – –
CSP
645
Cary Street Partners
Virginia
$168K -$28.5K -168 -15%
FFA
646
Farther Finance Advisors
California
$164K +$4.93K +29 +3%
SAM
647
Smartleaf Asset Management
Massachusetts
$161K +$14.1K +83 +10%
AF
648
Advisornet Financial
Minnesota
$157K +$679 +4 +0.5%
PS
649
Principal Securities
Iowa
$155K +$14.9K +88 +11%
PP
650
PFS Partners
New Jersey
$150K – – –
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