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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
701
TFC Financial Management
Massachusetts
$17.4K – – –
BIA
702
Bell Investment Advisors
California
$16.9K -$2.55K -15 -12%
DSC
703
Duncker Streett & Co
Missouri
$16.6K -$24K -141 -58%
TFGT
704
TS Financial Group (TSFG)
Illinois
$16K – – –
CIM
705
Contravisory Investment Management
Massachusetts
$15.9K – – –
CAM
706
Costello Asset Management
Pennsylvania
$15.9K – – –
TWD
707
True Wealth Design
Ohio
$15.6K +$11.7K +69 +238%
TWM
708
Tripletail Wealth Management
Florida
$15.6K +$16.8K +99 New
AEPWM
709
Atlantic Edge Private Wealth Management
Florida
$15.5K – – –
SC
710
Solstein Capital
California
$15.4K -$7.14K -42 -30%
WTC
711
WhitTier Trust Company
Nevada
$15.4K -$21.4K -126 -57%
FMII
712
Farmers & Merchants Investments Inc
Nebraska
$15.3K – – –
TCM
713
Tradewinds Capital Management
Washington
$15.1K – – –
CAL
714
Capital Advisors Ltd
Ohio
$15K – – –
CFB
715
Cullen/Frost Bankers
Texas
$14.8K +$9.52K +56 +151%
FDCP
716
Foster Dykema Cabot & Partners
Massachusetts
$14.7K – – –
TPCW
717
TD Private Client Wealth
New York
$14.3K -$449K -2,642 -97%
CMP
718
Coston McIsaac & Partners
Maine
$14K – – –
RBI
719
Raiffeisen Bank International
Austria
$14K +$14.6K +86 New
GCM
720
Gables Capital Management
Florida
$13.7K – – –
FHC
721
First Horizon Corporation
Tennessee
$13.1K +$13.9K +82 New
RA
722
Rise Advisors
New York
$13K +$680 +4 +5%
HHGA
723
Halbert Hargrove Global Advisors
California
$12.9K +$13.8K +81 New
DIP
724
DT Investment Partners
Pennsylvania
$12.7K – – –
GSWM
725
Golden State Wealth Management
California
$12.4K – – –
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