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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
876
True Wealth Design
Ohio
$1.36K -$222 -1 -14%
S
877
Sachetta
Massachusetts
$1.13K +$666 +3 +150%
CA
878
Claris Advisors
Missouri
$1.13K +$1.11K +5 New
DCM
879
Davis Capital Management
Florida
$1.13K +$1.11K +5 New
FMP
880
Financial Management Professionals
Texas
$1K – – –
HFS
881
Hantz Financial Services
Michigan
$1K – – –
CPA
882
Capital Performance Advisors
California
$905 +$888 +4 New
SWA
883
SOA Wealth Advisors
New York
$703 – – –
BGAI
884
Bruce G. Allen Investments
Colorado
$679 – – –
CAM
885
ClariVest Asset Management
California
$672 – – –
PCMC
886
Planning Capital Management Corporation
Pennsylvania
$435 +$222 +1 +100%
IAIM
887
International Assets Investment Management
Florida
$340 +$17.1M +76,907 New
AFS
888
Annapolis Financial Services
Maryland
$227 +$222 +1 New
WA
889
WestEnd Advisors
North Carolina
$226 – – –
CAM
890
Chesapeake Asset Management
New York
$226 +$222 +1 New
LWCFA
891
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$219 -$5.55K -25 -96%
CMP
892
Coston McIsaac & Partners
Maine
$21 – – –
CIP
893
Cornerstone Investment Partners
Georgia
– -$30.4M -135,732 Closed
SW
894
SVB Wealth
Massachusetts
– -$11.6M -51,776 Closed
SFC
895
Strategic Financial Concepts
Texas
– -$127 -29,524 Closed
BPA
896
Beacon Pointe Advisors
California
– -$6.58M -29,417 Closed
AAM
897
Austin Asset Management
Texas
– -$6.4M -28,600 Closed
ACM
898
Aquatic Capital Management
Illinois
– -$4.43M -19,800 Closed
PFA
899
Peak Financial Advisors
Colorado
– -$2.85M -12,748 Closed
VCA
900
Verdence Capital Advisors
Maryland
– -$2.51M -11,222 Closed
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36
37 38