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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
751
Compagnie Lombard Odier SCmA
Switzerland
$52.1K +$48.5K +229 New
PO
752
Private Ocean
California
$51.1K – – –
SL
753
Salomon & Ludwin
Virginia
$50.8K – – –
NSIM
754
North Star Investment Management
Illinois
$50.3K +$212 +1 +0.5%
PIM
755
Plato Investment Management
Australia
$50K +$46.6K +220 New
FHA
756
First Horizon Advisors
Tennessee
$47.9K -$2.54K -12 -5%
BWP
757
Baldwin Wealth Partners
Massachusetts
$45.7K – – –
DA
758
Denali Advisors
California
$45.5K – – –
TCWA
759
Turtle Creek Wealth Advisors
Texas
$43.9K +$40.9K +193 New
SAG
760
Spotlight Asset Group
Illinois
$40.4K – – –
OCM
761
Orion Capital Management
California
$39.3K – – –
OC
762
Oakworth Capital
Alabama
$36.4K +$33.9K +160 New
HIIFS
763
Harel Insurance Investments & Financial Services
Israel
$36K -$24.8K -117 -42%
OP
764
ORG Partners
Indiana
$35.7K +$33.3K +157 New
PB
765
Pinnacle Bancorp
Nebraska
$35.2K – – –
TFM
766
TFC Financial Management
Massachusetts
$33K – – –
TFIPS
767
Towarzystwo Funduszy Inwestycyjnych PZU SA
$32.3K +$30.1K +142 New
GWS
768
Glassman Wealth Services
Virginia
$31.6K +$424 +2 +1%
CP
769
Castleview Partners
Texas
$31.5K +$29.2K +138 New
CA
770
Clearstead Advisors
Ohio
$30.2K -$54.3K -256 -66%
LFG
771
Larson Financial Group
Missouri
$30.2K +$28.2K +133 New
CT
772
Clearstead Trust
Maine
$28K -$9.32K -44 -26%
JGIA
773
Jackson Grant Investment Advisers
Connecticut
$27.1K – – –
BIA
774
Bell Investment Advisors
California
$26.4K -$212 -1 -0.9%
OIAM
775
OFI Invest Asset Management
France
$25.9K -$1.06K -5 -4%
29 30
31
32 33