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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
626
Global Retirement Partners
California
$63.7K +$24.8K +168 +56%
MSWM
627
Mowery & Schoenfeld Wealth Management
Illinois
$62.9K -$5.46K -37 -7%
AT
628
Avalon Trust
New Mexico
$61.3K -$885 -6 -1%
EI
629
eCIO Inc
Wisconsin
$61.3K +$66.3K +450 New
WT
630
Whittier Trust
California
$60.5K – – –
CT
631
Clearstead Trust
Maine
$58.7K +$42.5K +288 +201%
TFA
632
Transamerica Financial Advisors
Florida
$58.3K +$8.55K +58 +16%
TCOT
633
Trust Company of Toledo
Ohio
$54.5K -$14K -95 -19%
PA
634
Parallel Advisors
California
$54K -$131K -886 -69%
TIM
635
Thompson Investment Management
Wisconsin
$53.8K – – –
DMBA
636
Deseret Mutual Benefit Administrators
Utah
$52.4K +$7.67K +52 +16%
OL
637
OneFund LLC
Florida
$51.5K +$3.54K +24 +7%
MA
638
MCF Advisors
Kentucky
$50.9K – – –
BC
639
Bayforest Capital
United Kingdom
$49.2K -$420K -2,850 -89%
JFGIW
640
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$49K +$35.5K +241 +203%
SL
641
Salomon & Ludwin
Virginia
$42.9K -$8.26K -56 -15%
SWM
642
Spire Wealth Management
Virginia
$42.5K -$30.1K -204 -40%
Q1WB
643
Quest 10 Wealth Builders
Virginia
$41.1K – – –
QC
644
Quent Capital
New York
$41K -$8.7K -59 -16%
SIM
645
Sentry Investment Management
Wisconsin
$39K – – –
GEA
646
Glen Eagle Advisors
New Jersey
$38.8K -$32.4K -220 -44%
AF
647
Allworth Financial
California
$38.6K +$7.08K +48 +20%
ZBNA
648
Zions Bancorporation, National Association
Utah
$35.7K -$147 -1 -0.4%
KB
649
Kimelman & Baird
New York
$34K – – –
ACA
650
Atlas Capital Advisors
Wyoming
$32K +$34.6K +235 New
24 25
26
27 28