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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
651
MassMutual Private Wealth & Trust
Connecticut
$146K +$47.7K +281 +53%
BTI
652
Blue Trust Inc
Georgia
$142K +$8.66K +51 +7%
AA
653
Ancora Advisors
Ohio
$138K -$37.7K -222 -22%
PWMG
654
Prestige Wealth Management Group
New Jersey
$136K – – –
TCOT
655
Trust Company of Toledo
Ohio
$135K -$207K -1,218 -62%
PCM
656
Penserra Capital Management
California
$129K +$12.1K +71 +11%
BIG
657
Brooklyn Investment Group
New York
$124K +$28.4K +167 +32%
NA
658
NewEdge Advisors
Louisiana
$124K -$3.23K -19 -3%
SC
659
Steph & Co
Wisconsin
$124K +$106K +624 +918%
RIL
660
Rothschild Investment LLC
Illinois
$106K -$10.7K -63 -10%
OIAM
661
OFI Invest Asset Management
France
$97.8K +$39.6K +233 +57%
SWM
662
Spire Wealth Management
Virginia
$92K +$2.21K +13 +3%
PGAM
663
Princeton Global Asset Management
New Jersey
$91.8K – – –
TF
664
Tompkins Financial
New York
$89.3K – – –
MSWM
665
Mowery & Schoenfeld Wealth Management
Illinois
$89.1K – – –
JWA
666
JFS Wealth Advisors
Pennsylvania
$83.1K -$1.87K -11 -2%
EB
667
Eastern Bank
Massachusetts
$81.1K -$11.6K -68 -13%
WT
668
Whittier Trust
California
$80.4K – – –
AAP
669
Arax Advisory Partners
Colorado
$77.9K +$42.8K +252 +137%
SOW
670
State of Wyoming
Wyoming
$76.1K -$285K -1,680 -80%
ZBNA
671
Zions Bancorporation, National Association
Utah
$73.4K -$38.2K -225 -35%
TIM
672
Thompson Investment Management
Wisconsin
$70.5K – – –
DWA
673
Dougherty Wealth Advisers
Minnesota
$70.4K – – –
MSE
674
MUFG Securities EMEA
United Kingdom
$70.2K -$11.8M -69,606 -99%
SIM
675
Sentry Investment Management
Wisconsin
$70K – – –
25 26
27
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