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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
726
NBT Bank
New York
$20.7K -$79.2K -436 -77%
OWP
727
ORG Wealth Partners
Texas
$19.3K -$50.7K -279 -70%
SC
728
SouthState Corp
Florida
$19.2K +$21.8K +120 New
JGIA
729
Jackson Grant Investment Advisers
Connecticut
$19.1K – – –
FFO
730
Fortitude Family Office
Arizona
$18.3K – – –
BIA
731
Bell Investment Advisors
California
$17.9K +$545 +3 +3%
SIC
732
SJS Investment Consulting
Ohio
$17.1K -$363 -2 -2%
PWA
733
Physician Wealth Advisors
Utah
$16.8K +$19.1K +105 New
CCA
734
Catalyst Capital Advisors
New York
$16.5K -$363 -2 -2%
CIM
735
Contravisory Investment Management
Massachusetts
$16K – – –
KIM
736
Kestra Investment Management
Texas
$16K +$12.5K +69 +223%
CAM
737
Costello Asset Management
Pennsylvania
$16K +$18.2K +100 New
TFGT
738
TS Financial Group (TSFG)
Illinois
$16K +$182 +1 +1%
AEPWM
739
Atlantic Edge Private Wealth Management
Florida
$15.5K +$14.2K +78 +411%
FMII
740
Farmers & Merchants Investments Inc
Nebraska
$15.4K – – –
TCM
741
Tradewinds Capital Management
Washington
$15.2K – – –
CMP
742
Coston McIsaac & Partners
Maine
$15K – – –
HWM
743
Hemington Wealth Management
Virginia
$15K +$4.72K +26 +36%
WTC
744
WhitTier Trust Company
Nevada
$14.9K – – –
FDCP
745
Foster Dykema Cabot & Partners
Massachusetts
$14.7K +$16.7K +92 New
GCM
746
Gables Capital Management
Florida
$13.8K – – –
DIP
747
DT Investment Partners
Pennsylvania
$12.8K – – –
MCM
748
MV Capital Management
Maryland
$12.7K +$1.09K +6 +8%
SS
749
SBI Securities
Japan
$12.7K +$3.09K +17 +27%
GSWM
750
Golden State Wealth Management
California
$12.5K – – –
28 29
30
31 32