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CSW

CSW Industrials
CSW

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAM
301
Caitong International Asset Management
Hong Kong
$20.8K +$5.33K +20 +39%
AF
302
Allworth Financial
California
$19.4K +$3.2K +12 +22%
PTC
303
Private Trust Company
Ohio
$19.4K +$2.13K +8 +14%
EWA
304
EverSource Wealth Advisors
Alabama
$17K -$8.8K -33 -36%
NSIM
305
North Star Investment Management
Illinois
$15K – – –
SS
306
SBI Securities
Japan
$13.5K -$533 -2 -4%
GWM
307
Greenline Wealth Management
Florida
$13K +$11.7K +44 New
CA
308
Crewe Advisors
Utah
$12.9K +$1.07K +4 +10%
KAS
309
Kemnay Advisory Services
New York
$11.7K +$10.7K +40 New
PPC
310
Park Place Capital
Alabama
$11.4K – – –
BFS
311
Bare Financial Services
Pennsylvania
$9.69K +$1.33K +5 +18%
PWA
312
Physician Wealth Advisors
Utah
$8.81K – – –
CB
313
Community Bank
New York
$8.22K – – –
CAL
314
Capital Advisors Ltd
Ohio
$8K +$6.93K +26 New
PMFA
315
Plante Moran Financial Advisors
Michigan
$7.34K +$6.67K +25 New
SWM
316
Spire Wealth Management
Virginia
$7.04K – – –
TSMHT
317
Thurston Springer Miller Herd & Titak
Indiana
$7.04K +$6.4K +24 New
SIS
318
Sound Income Strategies
Florida
$6.96K +$5.6K +21 New
RFP
319
Root Financial Partners
California
$6.46K -$533 -2 -8%
IA
320
IFP Advisors
Florida
$5.87K -$44.8K -168 -89%
VCM
321
Versant Capital Management
Arizona
$5.87K -$10.7K -40 -67%
HCM
322
Hollencrest Capital Management
California
$5.87K – – –
BIA
323
Bell Investment Advisors
California
$4.99K – – –
EF
324
Entrust Financial
Pennsylvania
$4.99K +$4.53K +17 New
RIL
325
Rothschild Investment LLC
Illinois
$4.7K +$2.13K +8 +100%
11 12
13
14 15