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On this page, we present all of the funds holding CWB from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding CWB, with a link to that fund's top holdings. The next columns
indicate the amount of CWB stock held by each of the funds holding CWB, followed by the CWB position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 464 funds holding CWB within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE
(or by any of the other funds holding CWB), click the fund name in the "Holder" column of the funds-holding-CWB table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Bank of America Corp DE | 2,768,900 | $199,776 | 12/31/2023 | | CWB | 2,768,900 | $199,776 | 12/31/2023 | | Morgan Stanley | 1,952,649 | $140,884 | 12/31/2023 | | CWB | 1,952,649 | $140,884 | 12/31/2023 | | Goldman Sachs Group Inc. | 1,767,755 | $127,544 | 12/31/2023 | | CWB | 1,767,755 | $127,544 | 12/31/2023 | | Bessemer Group Inc. | 1,289,519 | $93,039 | 12/31/2023 | | CWB | 1,289,519 | $93,039 | 12/31/2023 | | New York Life Investment Management LLC | 1,216,283 | $87,755 | 12/31/2023 | | CWB | 1,216,283 | $87,755 | 12/31/2023 | | LPL Financial LLC | 1,098,939 | $79,288 | 12/31/2023 | | CWB | 1,098,939 | $79,288 | 12/31/2023 | | Delta Capital Management LLC | 1,071,000 | $78,226 | 03/31/2024 | | CWB | 1,071,000 | $78,226 | 03/31/2024 | | Wells Fargo & Company MN | 1,023,041 | $73,812 | 12/31/2023 | | CWB | 1,023,041 | $73,812 | 12/31/2023 | | The PNC Financial Services Group Inc. | 954,707 | $68,882 | 12/31/2023 | | CWB | 954,707 | $68,882 | 12/31/2023 | | Deutsche Bank AG | 946,354 | $68,279 | 12/31/2023 | | CWB | 946,354 | $68,279 | 12/31/2023 | | Bank of Montreal Can | 811,153 | $58,776 | 12/31/2023 | | CWB | 811,153 | $58,776 | 12/31/2023 | | RIA Advisory Group LLC | 811,304 | $58,536 | 12/31/2023 | | CWB | 811,304 | $58,536 | 12/31/2023 | | Ameriprise Financial Inc. | 804,804 | $58,054 | 12/31/2023 | | CWB | 804,804 | $58,054 | 12/31/2023 | | Envestnet Asset Management Inc. | 589,993 | $42,568 | 12/31/2023 | | CWB | 589,993 | $42,568 | 12/31/2023 | | UBS Group AG | 537,565 | $38,785 | 12/31/2023 | | CWB | 537,565 | $38,785 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 410,378 | $29,609 | 12/31/2023 | | CWB | 410,378 | $29,609 | 12/31/2023 | | Wright Fund Managment LLC | 407,478 | $29,400 | 12/31/2023 | | CWB | 407,478 | $29,400 | 12/31/2023 | | Royal Bank of Canada | 396,219 | $28,588 | 12/31/2023 | | CWB | 396,219 | $28,588 | 12/31/2023 | | H&H Retirement Design & Management INC | 369,242 | $25,851 | 03/31/2024 | | CWB | 369,242 | $25,851 | 03/31/2024 | | Fulton Breakefield Broenniman LLC | 333,934 | $24,391 | 03/31/2024 | | CWB | 333,934 | $24,391 | 03/31/2024 | | Dakota Wealth Management | 289,003 | $21,109 | 03/31/2024 | | CWB | 289,003 | $21,109 | 03/31/2024 | | Cambridge Investment Research Advisors Inc. | 279,912 | $20,445 | 03/31/2024 | | CWB | 279,912 | $20,445 | 03/31/2024 | | Nomura Asset Management Co. Ltd. | 268,907 | $19,402 | 12/31/2023 | | CWB | 268,907 | $19,402 | 12/31/2023 | | Barclays PLC | 268,286 | $19,357 | 12/31/2023 | | CWB | 268,286 | $19,357 | 12/31/2023 | | Guggenheim Capital LLC | 239,033 | $17,246 | 12/31/2023 | | CWB | 239,033 | $17,246 | 12/31/2023 | | Advisor Group Holdings Inc. | 233,832 | $16,872 | 12/31/2023 | | CWB | 233,832 | $16,872 | 12/31/2023 | | ACT Advisors LLC. | 221,651 | $16,189 | 03/31/2024 | | CWB | 221,651 | $16,189 | 03/31/2024 | | Commonwealth Equity Services LLC | 219,386 | $16,024 | 03/31/2024 | | CWB | 219,386 | $16,024 | 03/31/2024 | | Waldron Private Wealth LLC | 220,712 | $15,924 | 12/31/2023 | | CWB | 220,712 | $15,924 | 12/31/2023 | | Truist Financial Corp | 214,485 | $15,475 | 12/31/2023 | | CWB | 214,485 | $15,475 | 12/31/2023 | | Lloyd Advisory Services LLC. | 211,450 | $15,444 | 03/31/2024 | | CWB | 211,450 | $15,444 | 03/31/2024 | | River Wealth Advisors LLC | 207,628 | $14,980 | 12/31/2023 | | CWB | 207,628 | $14,980 | 12/31/2023 | | State of Tennessee Treasury Department | 207,200 | $14,949 | 12/31/2023 | | CWB | 207,200 | $14,949 | 12/31/2023 | | Alliancebernstein L.P. | 203,465 | $14,680 | 12/31/2023 | | CWB | 203,465 | $14,680 | 12/31/2023 | | Allianz Asset Management GmbH | 200,600 | $14,473 | 12/31/2023 | | CWB | 200,600 | $14,473 | 12/31/2023 | | ST Germain D J Co. Inc. | 188,297 | $13,753 | 03/31/2024 | | CWB | 188,297 | $13,753 | 03/31/2024 | | Renaissance Technologies LLC | 187,100 | $13,499 | 12/31/2023 | | CWB | 187,100 | $13,499 | 12/31/2023 | | XML Financial LLC | 186,560 | $13,460 | 12/31/2023 | | CWB | 186,560 | $13,460 | 12/31/2023 | | National Asset Management Inc. | 180,405 | $13,016 | 12/31/2023 | | CWB | 180,405 | $13,016 | 12/31/2023 | | Oppenheimer Asset Management Inc. | 173,777 | $12,538 | 12/31/2023 | | CWB | 173,777 | $12,538 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 170,317 | $12,440 | 03/31/2024 | | CWB | 170,317 | $12,440 | 03/31/2024 | | Janney Montgomery Scott LLC | 166,756 | $12,032 | 12/31/2023 | | CWB | 166,756 | $12,032 | 12/31/2023 | | Huntington National Bank | 166,580 | $12,019 | 12/31/2023 | | CWB | 166,580 | $12,019 | 12/31/2023 | | GeoWealth Management LLC | 161,967 | $11,686 | 12/31/2023 | | CWB | 161,967 | $11,686 | 12/31/2023 | | Stifel Financial Corp | 155,316 | $11,206 | 12/31/2023 | | CWB | 155,316 | $11,206 | 12/31/2023 | | Goodman Advisory Group LLC | 150,634 | $10,868 | 12/31/2023 | | CWB | 150,634 | $10,868 | 12/31/2023 | | MML Investors Services LLC | 143,098 | $10,324 | 12/31/2023 | | CWB | 143,098 | $10,324 | 12/31/2023 | | Hilltop Holdings Inc. | 138,025 | $9,959 | 12/31/2023 | | CWB | 138,025 | $9,959 | 12/31/2023 | | Barings LLC | 136,798 | $9,870 | 12/31/2023 | | CWB | 136,798 | $9,870 | 12/31/2023 | | Petix & Botte Co | 134,803 | $9,726 | 12/31/2023 | | CWB | 134,803 | $9,726 | 12/31/2023 | | CWM LLC | 131,423 | $9,599 | 03/31/2024 | | CWB | 131,423 | $9,599 | 03/31/2024 | | Wealth Enhancement Advisory Services LLC | 124,357 | $9,083 | 03/31/2024 | | CWB | 124,357 | $9,083 | 03/31/2024 | | Florin Court Capital LLP | 125,400 | $9,048 | 12/31/2023 | | CWB | 125,400 | $9,048 | 12/31/2023 | | Paulson Wealth Management Inc. | 125,272 | $9,038 | 12/31/2023 | | CWB | 125,272 | $9,038 | 12/31/2023 | | Atria Investments LLC | 124,345 | $8,972 | 12/31/2023 | | CWB | 124,345 | $8,972 | 12/31/2023 | | McAdam LLC | 121,951 | $8,907 | 03/31/2024 | | CWB | 121,951 | $8,907 | 03/31/2024 | | Modera Wealth Management LLC | 121,202 | $8,745 | 12/31/2023 | | CWB | 121,202 | $8,745 | 12/31/2023 | | NTV Asset Management LLC | 118,652 | $8,561 | 12/31/2023 | | CWB | 118,652 | $8,561 | 12/31/2023 | | AE Wealth Management LLC | 118,535 | $8,447 | 12/31/2023 | | CWB | 118,535 | $8,447 | 12/31/2023 | | Oppenheimer & Co. Inc. | 114,760 | $8,280 | 12/31/2023 | | CWB | 114,760 | $8,280 | 12/31/2023 | | FSC Wealth Advisors LLC | 112,814 | $8,240 | 03/31/2024 | | CWB | 112,814 | $8,240 | 03/31/2024 | | Creative Planning | 113,129 | $8,162 | 12/31/2023 | | CWB | 113,129 | $8,162 | 12/31/2023 | | AMG National Trust Bank | 109,021 | $7,866 | 12/31/2023 | | CWB | 109,021 | $7,866 | 12/31/2023 | | Crew Capital Management Ltd. | 106,765 | $7,798 | 03/31/2024 | | CWB | 106,765 | $7,798 | 03/31/2024 | | Mariner LLC | 107,570 | $7,761 | 12/31/2023 | | CWB | 107,570 | $7,761 | 12/31/2023 | | Capstone Investment Advisors LLC | 107,101 | $7,727 | 12/31/2023 | | CWB | 107,101 | $7,727 | 12/31/2023 | | Windsor Capital Management LLC | 99,848 | $7,293 | 03/31/2024 | | CWB | 99,848 | $7,293 | 03/31/2024 | | Raymond James & Associates | 95,943 | $7,008 | 03/31/2024 | | CWB | 95,943 | $7,008 | 03/31/2024 | | Stephens Inc. AR | 91,071 | $6,571 | 12/31/2023 | | CWB | 91,071 | $6,571 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 90,379 | $6,521 | 12/31/2023 | | CWB | 90,379 | $6,521 | 12/31/2023 | | Allworth Financial LP | 88,295 | $6,449 | 03/31/2024 | | CWB | 88,295 | $6,449 | 03/31/2024 | | BNP Paribas Arbitrage SA | 83,619 | $6,033 | 12/31/2023 | | CWB | 83,619 | $6,033 | 12/31/2023 | | Baron Financial Group LLC | 81,107 | $5,852 | 12/31/2023 | | CWB | 81,107 | $5,852 | 12/31/2023 | | BTS Asset Management Inc. | 77,813 | $5,686 | 03/31/2024 | | CWB | 77,813 | $5,686 | 03/31/2024 | | JPMorgan Chase & Co. | 77,167 | $5,568 | 12/31/2023 | | CWB | 77,167 | $5,568 | 12/31/2023 | | SSI Investment Management LLC | 73,987 | $5,338 | 12/31/2023 | | CWB | 73,987 | $5,338 | 12/31/2023 | | Elequin Capital LP | 73,959 | $5,336 | 12/31/2023 | | CWB | 73,959 | $5,336 | 12/31/2023 | | HighTower Advisors LLC | 73,858 | $5,335 | 12/31/2023 | | CWB | 73,858 | $5,335 | 12/31/2023 | | Private Advisor Group LLC | 72,799 | $5,252 | 12/31/2023 | | CWB | 72,799 | $5,252 | 12/31/2023 | | Eagle Strategies LLC | 70,696 | $5,164 | 03/31/2024 | | CWB | 70,696 | $5,164 | 03/31/2024 | | Kingsview Wealth Management LLC | 71,340 | $5,147 | 12/31/2023 | | CWB | 71,340 | $5,147 | 12/31/2023 | | Archetype Wealth Partners LLC | 70,083 | $5,056 | 12/31/2023 | | CWB | 70,083 | $5,056 | 12/31/2023 | | Rockefeller Capital Management L.P. | 68,971 | $4,976 | 12/31/2023 | | CWB | 68,971 | $4,976 | 12/31/2023 | | Riggs Asset Managment Co. Inc. | 67,474 | $4,868 | 12/31/2023 | | CWB | 67,474 | $4,868 | 12/31/2023 | | Advisory Alpha LLC | 67,014 | $4,835 | 12/31/2023 | | CWB | 67,014 | $4,835 | 12/31/2023 | | Mackay Shields LLC | 65,864 | $4,752 | 12/31/2023 | | CWB | 65,864 | $4,752 | 12/31/2023 | | David J Yvars Group | 62,788 | $4,586 | 03/31/2024 | | CWB | 62,788 | $4,586 | 03/31/2024 | | Sterling Investment Advisors Ltd. | 57,829 | $4,172 | 12/31/2023 | | CWB | 57,829 | $4,172 | 12/31/2023 | | Calamos Advisors LLC | 57,555 | $4,153 | 12/31/2023 | | CWB | 57,555 | $4,153 | 12/31/2023 | | WealthTrust Asset Management LLC | 57,111 | $4,121 | 12/31/2023 | | CWB | 57,111 | $4,121 | 12/31/2023 | | Cetera Advisor Networks LLC | 56,604 | $4,084 | 12/31/2023 | | CWB | 56,604 | $4,084 | 12/31/2023 | | Advisors Preferred LLC | 55,127 | $3,945 | 12/31/2023 | | CWB | 55,127 | $3,945 | 12/31/2023 | | Chicago Partners Investment Group LLC | 52,153 | $3,689 | 03/31/2024 | | CWB | 52,153 | $3,689 | 03/31/2024 | | Sykon Capital LLC | 51,065 | $3,684 | 12/31/2023 | | CWB | 51,065 | $3,684 | 12/31/2023 | | Estate Counselors LLC | 48,210 | $3,478 | 12/31/2023 | | CWB | 48,210 | $3,478 | 12/31/2023 | | TFG Advisers LLC | 48,073 | $3,468 | 12/31/2023 | | CWB | 48,073 | $3,468 | 12/31/2023 | | Geneos Wealth Management Inc. | 47,579 | $3,433 | 12/31/2023 | | CWB | 47,579 | $3,433 | 12/31/2023 | | Captrust Financial Advisors | 42,410 | $3,060 | 12/31/2023 | | CWB | 42,410 | $3,060 | 12/31/2023 | | Retireful LLC | 41,818 | $3,054 | 03/31/2024 | | CWB | 41,818 | $3,054 | 03/31/2024 | | Wesbanco Bank Inc. | 40,423 | $2,952 | 03/31/2024 | | CWB | 40,423 | $2,952 | 03/31/2024 | | Citigroup Inc. | 40,892 | $2,950 | 12/31/2023 | | CWB | 40,892 | $2,950 | 12/31/2023 | | Chesapeake Capital Corp IL | 40,089 | $2,892 | 12/31/2023 | | CWB | 40,089 | $2,892 | 12/31/2023 | | Norway Savings Bank | 38,199 | $2,790 | 03/31/2024 | | CWB | 38,199 | $2,790 | 03/31/2024 | | Atria Wealth Solutions Inc. | 38,609 | $2,786 | 12/31/2023 | | CWB | 38,609 | $2,786 | 12/31/2023 | | Mirae Asset Global Investments Co. Ltd. | 38,580 | $2,784 | 12/31/2023 | | CWB | 38,580 | $2,784 | 12/31/2023 | | Warren Averett Asset Management LLC | 38,245 | $2,759 | 12/31/2023 | | CWB | 38,245 | $2,759 | 12/31/2023 | | Cim LLC | 38,949 | $2,755 | 12/31/2023 | | CWB | 38,949 | $2,755 | 12/31/2023 | | TRUE Private Wealth Advisors | 36,651 | $2,677 | 03/31/2024 | | CWB | 36,651 | $2,677 | 03/31/2024 | | RPg Family Wealth Advisory LLC | 36,834 | $2,658 | 12/31/2023 | | CWB | 36,834 | $2,658 | 12/31/2023 | | Mount Lucas Management LP | 35,995 | $2,597 | 12/31/2023 | | CWB | 35,995 | $2,597 | 12/31/2023 | | First Hawaiian Bank | 34,972 | $2,554 | 03/31/2024 | | CWB | 34,972 | $2,554 | 03/31/2024 | | Prudential Financial Inc. | 34,500 | $2,489 | 12/31/2023 | | CWB | 34,500 | $2,489 | 12/31/2023 | | Montecito Bank & Trust | 33,640 | $2,457 | 03/31/2024 | | CWB | 33,640 | $2,457 | 03/31/2024 | | HF Advisory Group LLC | 33,313 | $2,433 | 03/31/2024 | | CWB | 33,313 | $2,433 | 03/31/2024 | | Blair William & Co. IL | 33,346 | $2,406 | 12/31/2023 | | CWB | 33,346 | $2,406 | 12/31/2023 | | FOCUS Wealth Advisors LLC | 32,493 | $2,373 | 03/31/2024 | | CWB | 32,493 | $2,373 | 03/31/2024 | | Octavia Wealth Advisors LLC | 30,599 | $2,235 | 03/31/2024 | | CWB | 30,599 | $2,235 | 03/31/2024 | | Sowell Financial Services LLC | 30,934 | $2,232 | 12/31/2023 | | CWB | 30,934 | $2,232 | 12/31/2023 | | Focus Financial Network Inc. ADV | 30,827 | $2,224 | 12/31/2023 | | CWB | 30,827 | $2,224 | 12/31/2023 | | Investors Research Corp | 30,280 | $2,185 | 12/31/2023 | | CWB | 30,280 | $2,185 | 12/31/2023 | | Focus Financial Network Inc. | 31,160 | $2,181 | 03/31/2024 | | CWB | 31,160 | $2,181 | 03/31/2024 | | Kestra Advisory Services LLC | 29,617 | $2,137 | 12/31/2023 | | CWB | 29,617 | $2,137 | 12/31/2023 | | Hudson Portfolio Management LLC | 29,296 | $2,114 | 12/31/2023 | | CWB | 29,296 | $2,114 | 12/31/2023 | | Powell Investment Advisors LLC | 28,469 | $2,079 | 03/31/2024 | | CWB | 28,469 | $2,079 | 03/31/2024 | | Cetera Advisors LLC | 28,782 | $2,077 | 12/31/2023 | | CWB | 28,782 | $2,077 | 12/31/2023 | | First National Corp MA ADV | 28,340 | $2,045 | 03/31/2024 | | CWB | 28,340 | $2,045 | 03/31/2024 |  Susquehanna International Group LLP | | $1,975 | 12/31/2023 | | Call | 29,800 | $2,150 | 12/31/2023 | | Put | 10,200 | $736 | 12/31/2023 | | CWB | 7,769 | $561 | 12/31/2023 | | OLD Mission Capital LLC | 27,311 | $1,970 | 12/31/2023 | | CWB | 27,311 | $1,970 | 12/31/2023 | | Aletheian Wealth Advisors LLC | 26,751 | $1,954 | 03/31/2024 | | CWB | 26,751 | $1,954 | 03/31/2024 | | Patten Group Inc. | 26,580 | $1,941 | 03/31/2024 | | CWB | 26,580 | $1,941 | 03/31/2024 | | Principal Securities Inc. | 26,590 | $1,918 | 12/31/2023 | | CWB | 26,590 | $1,918 | 12/31/2023 | | Signature Securities Group Corporation | 26,167 | $1,911 | 03/31/2024 | | CWB | 26,167 | $1,911 | 03/31/2024 | | Ignite Planners LLC | 26,085 | $1,898 | 03/31/2024 | | CWB | 26,085 | $1,898 | 03/31/2024 | | Disciplined Investments LLC | 25,587 | $1,869 | 03/31/2024 | | CWB | 25,587 | $1,869 | 03/31/2024 | | IFP Advisors Inc | 25,639 | $1,850 | 12/31/2023 | | CWB | 25,639 | $1,850 | 12/31/2023 | | Equitable Holdings Inc. | 24,901 | $1,797 | 12/31/2023 | | CWB | 24,901 | $1,797 | 12/31/2023 | | O ROURKE & COMPANY Inc | 23,586 | $1,723 | 03/31/2024 | | CWB | 23,586 | $1,723 | 03/31/2024 | | Prudential PLC | 23,440 | $1,691 | 12/31/2023 | | CWB | 23,440 | $1,691 | 12/31/2023 | | Howard Wealth Management LLC | 23,316 | $1,682 | 12/31/2023 | | CWB | 23,316 | $1,682 | 12/31/2023 | | Kraematon Investment Advisors Inc. | 23,288 | $1,680 | 12/31/2023 | | CWB | 23,288 | $1,680 | 12/31/2023 | | CI Private Wealth LLC | 23,007 | $1,660 | 12/31/2023 | | CWB | 23,007 | $1,660 | 12/31/2023 | | Wealth Management Resources Inc. | 22,349 | $1,632 | 03/31/2024 | | CWB | 22,349 | $1,632 | 03/31/2024 | | OneAscent Financial Services LLC | 22,340 | $1,632 | 03/31/2024 | | CWB | 22,340 | $1,632 | 03/31/2024 | | Crabel Capital Management LLC | 22,553 | $1,627 | 12/31/2023 | | CWB | 22,553 | $1,627 | 12/31/2023 | | National Bank of Canada FI | 22,311 | $1,596 | 12/31/2023 | | CWB | 22,311 | $1,596 | 12/31/2023 | | Citadel Advisors LLC | | $1,595 | 12/31/2023 | | CWB | 16,504 | $1,191 | 12/31/2023 | | Call | 13,900 | $1,003 | 12/31/2023 | | Put | 8,300 | $599 | 12/31/2023 | | Schaper Benz & Wise Investment Counsel Inc. WI | 21,683 | $1,584 | 03/31/2024 | | CWB | 21,683 | $1,584 | 03/31/2024 | | EFG Asset Management Americas Corp. | 21,664 | $1,582 | 03/31/2024 | | CWB | 21,664 | $1,582 | 03/31/2024 | | Burns J W & Co. Inc. NY | 21,065 | $1,539 | 03/31/2024 | | CWB | 21,065 | $1,539 | 03/31/2024 | | SkyOak Wealth LLC | 21,038 | $1,537 | 03/31/2024 | | CWB | 21,038 | $1,537 | 03/31/2024 | | Rosenblum Silverman Sutton S F Inc. CA | 21,293 | $1,536 | 12/31/2023 | | CWB | 21,293 | $1,536 | 12/31/2023 | | Capital Analysts LLC | 21,282 | $1,536 | 12/31/2023 | | CWB | 21,282 | $1,536 | 12/31/2023 | | L.M. Kohn & Company | 20,878 | $1,525 | 03/31/2024 | | CWB | 20,878 | $1,525 | 03/31/2024 | | Occidental Asset Management LLC | 20,369 | $1,488 | 03/31/2024 | | CWB | 20,369 | $1,488 | 03/31/2024 | | Integrated Wealth Concepts LLC | 20,488 | $1,478 | 12/31/2023 | | CWB | 20,488 | $1,478 | 12/31/2023 | | Cahill Financial Advisors Inc. | 20,372 | $1,470 | 12/31/2023 | | CWB | 20,372 | $1,470 | 12/31/2023 | | Whittier Trust Co. of Nevada Inc. | 20,200 | $1,457 | 12/31/2023 | | CWB | 20,200 | $1,457 | 12/31/2023 | | CVA Family Office LLC | 19,861 | $1,451 | 03/31/2024 | | CWB | 19,861 | $1,451 | 03/31/2024 | | Transform Wealth LLC | 19,809 | $1,447 | 03/31/2024 | | CWB | 19,809 | $1,447 | 03/31/2024 | | Jefferies Financial Group Inc. | 19,993 | $1,442 | 12/31/2023 | | CWB | 19,993 | $1,442 | 12/31/2023 | | Foresight Capital Management Advisors Inc. | 19,577 | $1,430 | 03/31/2024 | | CWB | 19,577 | $1,430 | 03/31/2024 | | Wade G W & Inc. | 19,790 | $1,428 | 12/31/2023 | | CWB | 19,790 | $1,428 | 12/31/2023 | | EP Wealth Advisors LLC | 19,585 | $1,413 | 12/31/2023 | | CWB | 19,585 | $1,413 | 12/31/2023 | | Confluence Wealth Services Inc. | 19,242 | $1,405 | 03/31/2024 | | CWB | 19,242 | $1,405 | 03/31/2024 | | Prospera Financial Services Inc | 19,060 | $1,375 | 12/31/2023 | | CWB | 19,060 | $1,375 | 12/31/2023 | | Capital City Trust Co. FL | 19,035 | $1,373 | 12/31/2023 | | CWB | 19,035 | $1,373 | 12/31/2023 | | DB Wealth Management Group LLC | 18,874 | $1,362 | 12/31/2023 | | CWB | 18,874 | $1,362 | 12/31/2023 | | Thrivent Financial for Lutherans | 18,658 | $1,346 | 12/31/2023 | | CWB | 18,658 | $1,346 | 12/31/2023 | | AFG Fiduciary Services Limited Partnership | 17,950 | $1,300 | 03/31/2024 | | CWB | 17,950 | $1,300 | 03/31/2024 | | New England Private Wealth Advisors LLC | 17,844 | $1,287 | 12/31/2023 | | CWB | 17,844 | $1,287 | 12/31/2023 | | Towerpoint Wealth LLC | 17,579 | $1,284 | 03/31/2024 | | CWB | 17,579 | $1,284 | 03/31/2024 | | Key Financial Inc | 17,545 | $1,266 | 12/31/2023 | | CWB | 17,545 | $1,266 | 12/31/2023 | | Win Advisors Inc. | 17,314 | $1,265 | 03/31/2024 | | CWB | 17,314 | $1,265 | 03/31/2024 | | Comerica Bank | 17,215 | $1,242 | 12/31/2023 | | CWB | 17,215 | $1,242 | 12/31/2023 | | Cetera Investment Advisers | 17,074 | $1,232 | 12/31/2023 | | CWB | 17,074 | $1,232 | 12/31/2023 | | Sage Rhino Capital LLC | 16,774 | $1,225 | 03/31/2024 | | CWB | 16,774 | $1,225 | 03/31/2024 | | ARK & TLK Investments LLC | 16,968 | $1,224 | 12/31/2023 | | CWB | 16,968 | $1,224 | 12/31/2023 | | Midwest Professional Planners LTD. | 16,183 | $1,168 | 12/31/2023 | | CWB | 16,183 | $1,168 | 12/31/2023 | | Dynamic Advisor Solutions LLC | 15,656 | $1,144 | 03/31/2024 | | CWB | 15,656 | $1,144 | 03/31/2024 | | Peregrine Asset Advisers Inc. | 15,206 | $1,097 | 12/31/2023 | | CWB | 15,206 | $1,097 | 12/31/2023 | | Steel Peak Wealth Management LLC | 14,939 | $1,091 | 03/31/2024 | | CWB | 14,939 | $1,091 | 03/31/2024 | | SILVER OAK SECURITIES Inc | 15,001 | $1,082 | 12/31/2023 | | CWB | 15,001 | $1,082 | 12/31/2023 | | Global Assets Advisory LLC | 14,556 | $1,063 | 03/31/2024 | | CWB | 14,556 | $1,063 | 03/31/2024 | | Ausdal Financial Partners Inc. | 14,233 | $1,040 | 03/31/2024 | | CWB | 14,233 | $1,040 | 03/31/2024 | | Mercer Global Advisors Inc. ADV | 14,390 | $1,038 | 12/31/2023 | | CWB | 14,390 | $1,038 | 12/31/2023 | | RMB Capital Management LLC | 14,026 | $1,012 | 12/31/2023 | | CWB | 14,026 | $1,012 | 12/31/2023 | | LFA Lugano Financial Advisors SA | 13,981 | $1,009 | 12/31/2023 | | CWB | 13,981 | $1,009 | 12/31/2023 | | Webster Bank N. A. | 13,617 | $995 | 03/31/2024 | | CWB | 13,617 | $995 | 03/31/2024 | | Pensionmark Financial Group LLC | 13,783 | $994 | 12/31/2023 | | CWB | 13,783 | $994 | 12/31/2023 | | Cottonwood Capital Advisors LLC | 13,984 | $985 | 03/31/2024 | | CWB | 13,984 | $985 | 03/31/2024 | | Icapital Wealth LLC | 13,400 | $967 | 12/31/2023 | | CWB | 13,400 | $967 | 12/31/2023 | | Dark Forest Capital Management LP | 13,299 | $960 | 12/31/2023 | | CWB | 13,299 | $960 | 12/31/2023 | | Herold Advisors Inc. | 13,300 | $960 | 12/31/2023 | | CWB | 13,300 | $960 | 12/31/2023 | | Invesco Ltd. | 13,129 | $947 | 12/31/2023 | | CWB | 13,129 | $947 | 12/31/2023 | | M&T Bank Corp | 12,505 | $902 | 12/31/2023 | | CWB | 12,505 | $902 | 12/31/2023 | | Kades & Cheifetz LLC | 12,468 | $900 | 12/31/2023 | | CWB | 12,468 | $900 | 12/31/2023 | | Calamos Wealth Management LLC | 12,436 | $897 | 12/31/2023 | | CWB | 12,436 | $897 | 12/31/2023 | | Toroso Investments LLC | 12,334 | $890 | 12/31/2023 | | CWB | 12,334 | $890 | 12/31/2023 | | Telos Capital Management Inc. | 12,029 | $879 | 03/31/2024 | | CWB | 12,029 | $879 | 03/31/2024 | | Apexium Financial LP | 12,015 | $878 | 03/31/2024 | | CWB | 12,015 | $878 | 03/31/2024 | | Clear Creek Financial Management LLC | 11,792 | $861 | 03/31/2024 | | CWB | 11,792 | $861 | 03/31/2024 | | Eudaimonia Partners LLC | 11,744 | $858 | 03/31/2024 | | CWB | 11,744 | $858 | 03/31/2024 | | We Are One Seven LLC | 11,845 | $855 | 12/31/2023 | | CWB | 11,845 | $855 | 12/31/2023 | | Insight Wealth Strategies LLC | 11,455 | $837 | 03/31/2024 | | CWB | 11,455 | $837 | 03/31/2024 | | Foundations Investment Advisors LLC | 11,460 | $820 | 12/31/2023 | | CWB | 11,460 | $820 | 12/31/2023 | | Pinnacle Associates Ltd. | 11,176 | $816 | 03/31/2024 | | CWB | 11,176 | $816 | 03/31/2024 | | Lido Advisors LLC | 11,196 | $808 | 12/31/2023 | | CWB | 11,196 | $808 | 12/31/2023 | | Lazard Asset Management LLC | 11,000 | $793 | 12/31/2023 | | CWB | 11,000 | $793 | 12/31/2023 | | Spectrum Wealth Advisory Group LLC | 10,556 | $771 | 03/31/2024 | | CWB | 10,556 | $771 | 03/31/2024 | | Intrust Bank NA | 10,687 | $771 | 12/31/2023 | | CWB | 10,687 | $771 | 12/31/2023 | | J.W. Cole Advisors Inc. | 10,670 | $770 | 12/31/2023 | | CWB | 10,670 | $770 | 12/31/2023 | | GWM Advisors LLC | 10,469 | $752 | 12/31/2023 | | CWB | 10,469 | $752 | 12/31/2023 | | Victory Capital Management Inc. | 10,381 | $749 | 12/31/2023 | | CWB | 10,381 | $749 | 12/31/2023 | | Jane Street Group LLC | 10,353 | $747 | 12/31/2023 | | CWB | 10,353 | $747 | 12/31/2023 | | Rockland Trust Co. | 9,962 | $728 | 03/31/2024 | | CWB | 9,962 | $728 | 03/31/2024 | | Simplicity Wealth LLC | 9,953 | $727 | 03/31/2024 | | CWB | 9,953 | $727 | 03/31/2024 | | Laffer Tengler Investments | 10,061 | $726 | 12/31/2023 | | CWB | 10,061 | $726 | 12/31/2023 | | AXS Investments LLC | 10,000 | $722 | 12/31/2023 | | CWB | 10,000 | $722 | 12/31/2023 | | Brighton Jones LLC | 9,900 | $714 | 12/31/2023 | | CWB | 9,900 | $714 | 12/31/2023 | | Legacy Financial Group LLC | 9,757 | $713 | 03/31/2024 | | CWB | 9,757 | $713 | 03/31/2024 | | M3 Advisory Group LLC | 9,757 | $713 | 03/31/2024 | | CWB | 9,757 | $713 | 03/31/2024 | | Cerity Partners LLC | 9,716 | $701 | 12/31/2023 | | CWB | 9,716 | $701 | 12/31/2023 | | SignalPoint Asset Management LLC | 9,527 | $696 | 03/31/2024 | | CWB | 9,527 | $696 | 03/31/2024 | | Calton & Associates Inc. | 9,263 | $677 | 03/31/2024 | | CWB | 9,263 | $677 | 03/31/2024 | | First Merchants Corp | 9,150 | $668 | 03/31/2024 | | CWB | 9,150 | $668 | 03/31/2024 | | US Bancorp DE | 9,094 | $656 | 12/31/2023 | | CWB | 9,094 | $656 | 12/31/2023 | | Brown Brothers Harriman & Co. | 8,915 | $643 | 12/31/2023 | | CWB | 8,915 | $643 | 12/31/2023 | | Horst & Graben Wealth Management LLC | 8,272 | $604 | 03/31/2024 | | CWB | 8,272 | $604 | 03/31/2024 | | D.A. Davidson & CO. | 8,320 | $600 | 12/31/2023 | | CWB | 8,320 | $600 | 12/31/2023 | | Laraway Financial Inc | 8,250 | $595 | 12/31/2023 | | CWB | 8,250 | $595 | 12/31/2023 | | Certified Advisory Corp | 8,185 | $591 | 12/31/2023 | | CWB | 8,185 | $591 | 12/31/2023 | | IHT Wealth Management LLC | 7,940 | $573 | 12/31/2023 | | CWB | 7,940 | $573 | 12/31/2023 | | CAP Partners LLC | 7,758 | $567 | 03/31/2024 | | CWB | 7,758 | $567 | 03/31/2024 | | Connecticut Wealth Management LLC | 7,800 | $563 | 12/31/2023 | | CWB | 7,800 | $563 | 12/31/2023 | | Qube Research & Technologies Ltd | 7,806 | $563 | 12/31/2023 | | CWB | 7,806 | $563 | 12/31/2023 | | Eudaimonia Advisors LLC | 7,695 | $562 | 03/31/2024 | | CWB | 7,695 | $562 | 03/31/2024 | | MV Capital Management Inc. | 7,603 | $555 | 03/31/2024 | | CWB | 7,603 | $555 | 03/31/2024 | | Stablepoint Partners LLC | 7,586 | $554 | 03/31/2024 | | CWB | 7,586 | $554 | 03/31/2024 | | HB Wealth Management LLC | 7,512 | $542 | 12/31/2023 | | CWB | 7,512 | $542 | 12/31/2023 | | Delta Financial Group Inc. | 7,281 | $525 | 12/31/2023 | | CWB | 7,281 | $525 | 12/31/2023 | | Legacy Capital Wealth Partners LLC | 7,070 | $510 | 12/31/2023 | | CWB | 7,070 | $510 | 12/31/2023 | | Trifecta Capital Advisors LLC | 6,835 | $499 | 03/31/2024 | | CWB | 6,835 | $499 | 03/31/2024 | | Hobart Private Capital LLC | 6,772 | $495 | 03/31/2024 | | CWB | 6,772 | $495 | 03/31/2024 | | Sonata Capital Group Inc. | 6,835 | $493 | 12/31/2023 | | CWB | 6,835 | $493 | 12/31/2023 | | Capital Advisors Inc. OK | 6,645 | $485 | 03/31/2024 | | CWB | 6,645 | $485 | 03/31/2024 | | Hengehold Capital Management LLC | 6,617 | $483 | 03/31/2024 | | CWB | 6,617 | $483 | 03/31/2024 | | Seldon Capital LP | 6,544 | $472 | 12/31/2023 | | CWB | 6,544 | $472 | 12/31/2023 | | Banco Santander S.A. | 6,517 | $470 | 12/31/2023 | | CWB | 6,517 | $470 | 12/31/2023 | | Acorn Wealth Advisors LLC | 6,411 | $468 | 03/31/2024 | | CWB | 6,411 | $468 | 03/31/2024 | | Kingswood Wealth Advisors LLC | 6,295 | $460 | 03/31/2024 | | CWB | 6,295 | $460 | 03/31/2024 | | Keybank National Association OH | 6,368 | $459 | 12/31/2023 | | CWB | 6,368 | $459 | 12/31/2023 | | Kovack Advisors Inc. | 6,250 | $457 | 03/31/2024 | | CWB | 6,250 | $457 | 03/31/2024 | | Snowden Capital Advisors LLC | 6,308 | $455 | 12/31/2023 | | CWB | 6,308 | $455 | 12/31/2023 | | LongView Wealth Management | 6,107 | $446 | 03/31/2024 | | CWB | 6,107 | $446 | 03/31/2024 | | Cary Street Partners Investment Advisory LLC | 6,174 | $445 | 12/31/2023 | | CWB | 6,174 | $445 | 12/31/2023 | | Schonfeld Strategic Advisors LLC | 6,140 | $443 | 12/31/2023 | | CWB | 6,140 | $443 | 12/31/2023 | | Hennion & Walsh Asset Management Inc. | 5,974 | $436 | 03/31/2024 | | CWB | 5,974 | $436 | 03/31/2024 | | Sigma Planning Corp | 6,046 | $436 | 12/31/2023 | | CWB | 6,046 | $436 | 12/31/2023 | | Highview Capital Management LLC DE | 5,855 | $428 | 03/31/2024 | | CWB | 5,855 | $428 | 03/31/2024 | | Dohj LLC | 5,795 | $423 | 03/31/2024 | | CWB | 5,795 | $423 | 03/31/2024 | | WFA Asset Management Corp | 5,781 | $422 | 03/31/2024 | | CWB | 5,781 | $422 | 03/31/2024 | | Charles Schwab Trust Co | 5,699 | $416 | 03/31/2024 | | CWB | 5,699 | $416 | 03/31/2024 | | Buckingham Strategic Partners | 5,684 | $410 | 12/31/2023 | | CWB | 5,684 | $410 | 12/31/2023 | | Moors & Cabot Inc. | 5,658 | $408 | 12/31/2023 | | CWB | 5,658 | $408 | 12/31/2023 | | Bigelow Investment Advisors LLC | 5,583 | $403 | 12/31/2023 | | CWB | 5,583 | $403 | 12/31/2023 | | RVW Wealth LLC | 5,506 | $402 | 03/31/2024 | | CWB | 5,506 | $402 | 03/31/2024 | | Stratos Wealth Partners LTD. | 5,494 | $401 | 03/31/2024 | | CWB | 5,494 | $401 | 03/31/2024 | | BKD Wealth Advisors LLC | 5,476 | $400 | 03/31/2024 | | CWB | 5,476 | $400 | 03/31/2024 | | Advisor Resource Council | 5,535 | $399 | 03/31/2024 | | CWB | 5,535 | $399 | 03/31/2024 | | ERn Financial LLC | 5,427 | $396 | 03/31/2024 | | CWB | 5,427 | $396 | 03/31/2024 | | Windham Capital Management LLC | 5,493 | $396 | 12/31/2023 | | CWB | 5,493 | $396 | 12/31/2023 | | Wealthsource Partners LLC | 5,479 | $395 | 12/31/2023 | | CWB | 5,479 | $395 | 12/31/2023 | | Castle Rock Wealth Management LLC | 5,599 | $395 | 12/31/2023 | | CWB | 5,599 | $395 | 12/31/2023 | | J. W. Coons Advisors LLC | 5,459 | $394 | 12/31/2023 | | CWB | 5,459 | $394 | 12/31/2023 | | Ambassador Advisors LLC | 5,387 | $382 | 12/31/2023 | | CWB | 5,387 | $382 | 12/31/2023 | | CoreCap Advisors LLC | 5,103 | $368 | 12/31/2023 | | CWB | 5,103 | $368 | 12/31/2023 | | West Wealth Group LLC | 5,091 | $367 | 12/31/2023 | | CWB | 5,091 | $367 | 12/31/2023 | | AlphaCentric Advisors LLC | 4,972 | $363 | 03/31/2024 | | CWB | 4,972 | $363 | 03/31/2024 | | Global Trust Asset Management LLC | 4,893 | $357 | 03/31/2024 | | CWB | 4,893 | $357 | 03/31/2024 | | Focused Wealth Management Inc | 4,921 | $355 | 12/31/2023 | | CWB | 4,921 | $355 | 12/31/2023 | | Centaurus Financial Inc. | 4,819 | $348 | 12/31/2023 | | CWB | 4,819 | $348 | 12/31/2023 | | Level Four Advisory Services LLC | 4,799 | $346 | 12/31/2023 | | CWB | 4,799 | $346 | 12/31/2023 | | Bank of Stockton | 4,700 | $343 | 03/31/2024 | | CWB | 4,700 | $343 | 03/31/2024 | | STA Wealth Management LLC | 4,695 | $339 | 12/31/2023 | | CWB | 4,695 | $339 | 12/31/2023 | | Mill Creek Capital Advisors LLC | 4,668 | $337 | 12/31/2023 | | CWB | 4,668 | $337 | 12/31/2023 | | International Assets Investment Management LLC | 4,546 | $331 | 03/31/2024 | | CWB | 4,546 | $331 | 03/31/2024 | | Geller Advisors LLC | 4,593 | $331 | 12/31/2023 | | CWB | 4,593 | $331 | 12/31/2023 | | Raymond James Trust N.A. | 4,425 | $323 | 03/31/2024 | | CWB | 4,425 | $323 | 03/31/2024 | | MeadowBrook Investment Advisors LLC | 4,460 | $322 | 12/31/2023 | | CWB | 4,460 | $322 | 12/31/2023 | | Frontier Asset Management LLC | 4,421 | $319 | 12/31/2023 | | CWB | 4,421 | $319 | 12/31/2023 | | Detalus Advisors LLC | 4,272 | $312 | 03/31/2024 | | CWB | 4,272 | $312 | 03/31/2024 | | Private Portfolio Partners LLC | 4,304 | $311 | 12/31/2023 | | CWB | 4,304 | $311 | 12/31/2023 | | FMR LLC | 4,302 | $310 | 12/31/2023 | | CWB | 4,302 | $310 | 12/31/2023 | | EPG Wealth Management LLC | 4,227 | $302 | 12/31/2023 | | CWB | 4,227 | $302 | 12/31/2023 | | Private Trust Co. NA | 4,119 | $301 | 03/31/2024 | | CWB | 4,119 | $301 | 03/31/2024 | | NBC Securities Inc. | 4,092 | $298 | 03/31/2024 | | CWB | 4,092 | $298 | 03/31/2024 | | Smith Chas P & Associates PA Cpas | 4,034 | $295 | 03/31/2024 | | CWB | 4,034 | $295 | 03/31/2024 | | Kathleen S. Wright Associates Inc. | 4,028 | $294 | 03/31/2024 | | CWB | 4,028 | $294 | 03/31/2024 | | Lebenthal Global Advisors LLC | 4,060 | $293 | 12/31/2023 | | CWB | 4,060 | $293 | 12/31/2023 | | U.S. Capital Wealth Advisors LLC | 4,000 | $289 | 12/31/2023 | | CWB | 4,000 | $289 | 12/31/2023 | | Orion Capital Management LLC | 4,000 | $289 | 12/31/2023 | | CWB | 4,000 | $289 | 12/31/2023 | | Cardiff Park Advisors LLC | 4,000 | $289 | 12/31/2023 | | CWB | 4,000 | $289 | 12/31/2023 | | Frank Rimerman Advisors LLC | 4,000 | $289 | 12/31/2023 | | CWB | 4,000 | $289 | 12/31/2023 | | Capstone Triton Financial Group LLC | 3,935 | $287 | 03/31/2024 | | CWB | 3,935 | $287 | 03/31/2024 | | TD Waterhouse Canada Inc. | 3,909 | $286 | 12/31/2023 | | CWB | 3,909 | $286 | 12/31/2023 | | ABLE Financial Group LLC | 3,888 | $281 | 12/31/2023 | | CWB | 3,888 | $281 | 12/31/2023 | | Berger Financial Group Inc | 3,822 | $279 | 03/31/2024 | | CWB | 3,822 | $279 | 03/31/2024 | | Capital Market Strategies LLC | 3,800 | $278 | 03/31/2024 | | CWB | 3,800 | $278 | 03/31/2024 | | Summit Financial Group Inc. | 3,790 | $277 | 03/31/2024 | | CWB | 3,790 | $277 | 03/31/2024 | | Sequoia Financial Advisors LLC | 3,825 | $276 | 12/31/2023 | | CWB | 3,825 | $276 | 12/31/2023 | | Envestnet Portfolio Solutions Inc. | 3,794 | $274 | 12/31/2023 | | CWB | 3,794 | $274 | 12/31/2023 | | Global Retirement Partners LLC | 3,651 | $267 | 03/31/2024 | | CWB | 3,651 | $267 | 03/31/2024 | | James Investment Research Inc. | 3,700 | $267 | 12/31/2023 | | CWB | 3,700 | $267 | 12/31/2023 | | Jones Financial Companies Lllp | 3,663 | $264 | 12/31/2023 | | CWB | 3,663 | $264 | 12/31/2023 | | Principle Wealth Partners LLC | 3,590 | $262 | 03/31/2024 | | CWB | 3,590 | $262 | 03/31/2024 | | Prime Capital Investment Advisors LLC | 3,595 | $259 | 12/31/2023 | | CWB | 3,595 | $259 | 12/31/2023 | | Quad Cities Investment Group LLC | 3,538 | $258 | 03/31/2024 | | CWB | 3,538 | $258 | 03/31/2024 | | PFG Advisors | 3,558 | $257 | 12/31/2023 | | CWB | 3,558 | $257 | 12/31/2023 | | Boston Family Office LLC | 3,510 | $253 | 12/31/2023 | | CWB | 3,510 | $253 | 12/31/2023 | | First Heartland Consultants Inc. | 3,513 | $253 | 12/31/2023 | | CWB | 3,513 | $253 | 12/31/2023 | | Kestra Private Wealth Services LLC | 3,512 | $253 | 12/31/2023 | | CWB | 3,512 | $253 | 12/31/2023 | | Spire Wealth Management | 3,447 | $252 | 03/31/2024 | | CWB | 3,447 | $252 | 03/31/2024 | | Paragon Financial Partners Inc. | 3,451 | $252 | 03/31/2024 | | CWB | 3,451 | $252 | 03/31/2024 | | Money Concepts Capital Corp | 3,423 | $247 | 12/31/2023 | | CWB | 3,423 | $247 | 12/31/2023 | | Strait & Sound Wealth Management LLC | 3,500 | $247 | 12/31/2023 | | CWB | 3,500 | $247 | 12/31/2023 | | Creekmur Asset Management LLC | 3,417 | $247 | 12/31/2023 | | CWB | 3,417 | $247 | 12/31/2023 | | CCG Wealth Management LLC | 3,370 | $246 | 03/31/2024 | | CWB | 3,370 | $246 | 03/31/2024 | | Pacific Capital Wealth Advisors Inc. | 3,411 | $246 | 12/31/2023 | | CWB | 3,411 | $246 | 12/31/2023 | | Howard Capital Management Inc. | 3,365 | $243 | 12/31/2023 | | CWB | 3,365 | $243 | 12/31/2023 | | Aurora Private Wealth Inc. | 3,309 | $242 | 03/31/2024 | | CWB | 3,309 | $242 | 03/31/2024 | | Breakwater Capital Group | 3,280 | $240 | 03/31/2024 | | CWB | 3,280 | $240 | 03/31/2024 | | Moseley Investment Management Inc. | 3,224 | $235 | 03/31/2024 | | CWB | 3,224 | $235 | 03/31/2024 | | Laurel Wealth Planning LLC | 3,188 | $233 | 03/31/2024 | | CWB | 3,188 | $233 | 03/31/2024 | | Sabal Trust CO | 3,225 | $233 | 12/31/2023 | | CWB | 3,225 | $233 | 12/31/2023 | | Waterloo Capital L.P. | 3,216 | $232 | 12/31/2023 | | CWB | 3,216 | $232 | 12/31/2023 | | Schneider Downs Wealth Management Advisors LP | 3,207 | $231 | 12/31/2023 | | CWB | 3,207 | $231 | 12/31/2023 | | CIBC Private Wealth Group LLC | 3,174 | $229 | 12/31/2023 | | CWB | 3,174 | $229 | 12/31/2023 | | Childress Capital Advisors LLC | 3,107 | $227 | 03/31/2024 | | CWB | 3,107 | $227 | 03/31/2024 | | Adviser Investments LLC | 3,087 | $225 | 03/31/2024 | | CWB | 3,087 | $225 | 03/31/2024 | | Colony Group LLC | 3,114 | $225 | 12/31/2023 | | CWB | 3,114 | $225 | 12/31/2023 | | Great Valley Advisor Group Inc. | 3,115 | $225 | 12/31/2023 | | CWB | 3,115 | $225 | 12/31/2023 | | Moloney Securities Asset Management LLC | 3,070 | $221 | 12/31/2023 | | CWB | 3,070 | $221 | 12/31/2023 | | Winthrop Advisory Group LLC | 2,984 | $218 | 03/31/2024 | | CWB | 2,984 | $218 | 03/31/2024 | | Vista Investment Management | 3,018 | $218 | 12/31/2023 | | CWB | 3,018 | $218 | 12/31/2023 | | Patriot Financial Group Insurance Agency LLC | 2,976 | $215 | 12/31/2023 | | CWB | 2,976 | $215 | 12/31/2023 | | Koshinski Asset Management Inc. | 2,968 | $214 | 12/31/2023 | | CWB | 2,968 | $214 | 12/31/2023 | | Court Place Advisors LLC | 2,900 | $212 | 03/31/2024 | | CWB | 2,900 | $212 | 03/31/2024 | | PFG Investments LLC | 2,881 | $210 | 03/31/2024 | | CWB | 2,881 | $210 | 03/31/2024 | | Wedbush Securities Inc. | 2,906 | $210 | 12/31/2023 | | CWB | 2,906 | $210 | 12/31/2023 | | Advisory Services Network LLC | 2,904 | $210 | 12/31/2023 | | CWB | 2,904 | $210 | 12/31/2023 | | Neuberger Berman Group LLC | 2,896 | $209 | 12/31/2023 | | CWB | 2,896 | $209 | 12/31/2023 | | Fortitude Advisory Group L.L.C. | 2,868 | $207 | 12/31/2023 | | CWB | 2,868 | $207 | 12/31/2023 | | CWA Asset Management Group LLC | 2,818 | $203 | 12/31/2023 | | CWB | 2,818 | $203 | 12/31/2023 | | Dunhill Financial LLC | 2,779 | $201 | 12/31/2023 | | CWB | 2,779 | $201 | 12/31/2023 | | BOKF NA | 2,710 | $196 | 12/31/2023 | | CWB | 2,710 | $196 | 12/31/2023 | | Wells Financial Advisors INC | 2,570 | $185 | 12/31/2023 | | CWB | 2,570 | $185 | 12/31/2023 | | Retirement Group LLC | 2,532 | $183 | 12/31/2023 | | CWB | 2,532 | $183 | 12/31/2023 | | Bogart Wealth LLC | 2,452 | $179 | 03/31/2024 | | CWB | 2,452 | $179 | 03/31/2024 | | Main Street Group LTD | 2,217 | $160 | 12/31/2023 | | CWB | 2,217 | $160 | 12/31/2023 | | United Community Bank | 2,154 | $155 | 12/31/2023 | | CWB | 2,154 | $155 | 12/31/2023 | | Capital Investment Advisory Services LLC | 1,800 | $131 | 03/31/2024 | | CWB | 1,800 | $131 | 03/31/2024 | | Cullen Frost Bankers Inc. | 1,819 | $131 | 12/31/2023 | | CWB | 1,819 | $131 | 12/31/2023 | | Sandy Spring Bank | 1,800 | $130 | 12/31/2023 | | CWB | 1,800 | $130 | 12/31/2023 | | Benjamin F. Edwards & Company Inc. | 1,563 | $114 | 03/31/2024 | | CWB | 1,563 | $114 | 03/31/2024 | | Hexagon Capital Partners LLC | 1,525 | $111 | 03/31/2024 | | CWB | 1,525 | $111 | 03/31/2024 | | M&R Capital Management Inc. | 1,500 | $110 | 03/31/2024 | | CWB | 1,500 | $110 | 03/31/2024 | | Oak Harbor Wealth Partners LLC | 1,500 | $110 | 03/31/2024 | | CWB | 1,500 | $110 | 03/31/2024 | | Gryphon Financial Partners LLC | 1,510 | $109 | 12/31/2023 | | CWB | 1,510 | $109 | 12/31/2023 | | Cambridge Trust Co. | 1,500 | $108 | 12/31/2023 | | CWB | 1,500 | $108 | 12/31/2023 | | MCF Advisors LLC | 1,467 | $107 | 03/31/2024 | | CWB | 1,467 | $107 | 03/31/2024 | | Hazlett Burt & Watson Inc. | 1,319 | $97 | 03/31/2024 | | CWB | 1,319 | $97 | 03/31/2024 | | Tompkins Financial Corp | 1,308 | $96 | 03/31/2024 | | CWB | 1,308 | $96 | 03/31/2024 | | AdvisorNet Financial Inc | 1,252 | $91 | 03/31/2024 | | CWB | 1,252 | $91 | 03/31/2024 | | Simplex Trading LLC | 1,230 | $89 | 03/31/2024 | | CWB | 1,230 | $89 | 03/31/2024 | | WASHINGTON TRUST Co | 1,211 | $88 | 03/31/2024 | | CWB | 1,211 | $88 | 03/31/2024 | | Union Savings Bank | 1,114 | $81 | 03/31/2024 | | CWB | 1,114 | $81 | 03/31/2024 | | Proequities Inc. | 1,121 | $81 | 12/31/2023 | | CWB | 1,121 | $81 | 12/31/2023 | | American National Bank | 1,061 | $77 | 03/31/2024 | | CWB | 1,061 | $77 | 03/31/2024 | | Transamerica Financial Advisors Inc. | 1,042 | $76 | 12/31/2023 | | CWB | 1,042 | $76 | 12/31/2023 | | Assetmark Inc. | 1,037 | $75 | 12/31/2023 | | CWB | 1,037 | $75 | 12/31/2023 | | Future Financial Wealth Managment LLC | 1,000 | $73 | 03/31/2024 | | CWB | 1,000 | $73 | 03/31/2024 | | Ameliora Wealth Management Ltd. | 900 | $66 | 03/31/2024 | | CWB | 900 | $66 | 03/31/2024 | | Baystate Wealth Management LLC | 907 | $65 | 12/31/2023 | | CWB | 907 | $65 | 12/31/2023 | | Cornerstone Planning Group LLC | 857 | $62 | 12/31/2023 | | CWB | 857 | $62 | 12/31/2023 | | First Horizon Advisors Inc. | 822 | $60 | 03/31/2024 | | CWB | 822 | $60 | 03/31/2024 | | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 820 | $59 | 12/31/2023 | | CWB | 820 | $59 | 12/31/2023 | | Armor Investment Advisors LLC | 775 | $57 | 03/31/2024 | | CWB | 775 | $57 | 03/31/2024 | | Coppell Advisory Solutions LLC | 778 | $56 | 12/31/2023 | | CWB | 778 | $56 | 12/31/2023 | | Robbins Farley LLC | 734 | $54 | 03/31/2024 | | CWB | 734 | $54 | 03/31/2024 | | Pineridge Advisors LLC | 752 | $54 | 12/31/2023 | | CWB | 752 | $54 | 12/31/2023 | | ORG Partners LLC | 740 | $53 | 12/31/2023 | | CWB | 740 | $53 | 12/31/2023 | | Parallel Advisors LLC | 716 | $52 | 12/31/2023 | | CWB | 716 | $52 | 12/31/2023 | | Carolinas Wealth Consulting LLC | 700 | $51 | 12/31/2023 | | CWB | 700 | $51 | 12/31/2023 | | S.A. Mason LLC | 662 | $48 | 03/31/2024 | | CWB | 662 | $48 | 03/31/2024 | | Syntax Research Inc. | 622 | $45 | 12/31/2023 | | CWB | 622 | $45 | 12/31/2023 | | Sage Mountain Advisors LLC | 569 | $42 | 03/31/2024 | | CWB | 569 | $42 | 03/31/2024 | | Franklin Resources Inc. | 568 | $41 | 12/31/2023 | | CWB | 568 | $41 | 12/31/2023 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 570 | $41 | 12/31/2023 | | CWB | 570 | $41 | 12/31/2023 | | Front Row Advisors LLC | 540 | $39 | 12/31/2023 | | CWB | 540 | $39 | 12/31/2023 | | SOA Wealth Advisors LLC. | 518 | $38 | 03/31/2024 | | CWB | 518 | $38 | 03/31/2024 | | Hall Laurie J Trustee | 500 | $37 | 03/31/2024 | | CWB | 500 | $37 | 03/31/2024 | | Sound Income Strategies LLC | 466 | $34 | 03/31/2024 | | CWB | 466 | $34 | 03/31/2024 | | ICA Group Wealth Management LLC | 435 | $31 | 12/31/2023 | | CWB | 435 | $31 | 12/31/2023 | | Colonial Trust Co SC | 426 | $31 | 12/31/2023 | | CWB | 426 | $31 | 12/31/2023 | | Ancora Advisors LLC | 398 | $29 | 12/31/2023 | | CWB | 398 | $29 | 12/31/2023 | | Frazier Financial Advisors LLC | 399 | $29 | 12/31/2023 | | CWB | 399 | $29 | 12/31/2023 | | Mather Group LLC. | 383 | $28 | 03/31/2024 | | CWB | 383 | $28 | 03/31/2024 | | Harbour Investments Inc. | 384 | $28 | 12/31/2023 | | CWB | 384 | $28 | 12/31/2023 | | First Pacific Financial | 371 | $27 | 03/31/2024 | | CWB | 371 | $27 | 03/31/2024 | | Live Oak Investment Partners | 348 | $25 | 12/31/2023 | | CWB | 348 | $25 | 12/31/2023 | | Tucker Asset Management LLC | 340 | $25 | 12/31/2023 | | CWB | 340 | $25 | 12/31/2023 | | Red Lighthouse Investment Management LLC | 351 | $25 | 12/31/2023 | | CWB | 351 | $25 | 12/31/2023 | | Tidemark LLC | 338 | $24 | 12/31/2023 | | CWB | 338 | $24 | 12/31/2023 | | YHB Investment Advisors Inc. | 297 | $22 | 03/31/2024 | | CWB | 297 | $22 | 03/31/2024 | | Planning Capital Management Corp | 300 | $22 | 03/31/2024 | | CWB | 300 | $22 | 03/31/2024 | | Aptus Capital Advisors LLC | 301 | $22 | 12/31/2023 | | CWB | 301 | $22 | 12/31/2023 | | Fifth Third Bancorp | 283 | $21 | 03/31/2024 | | CWB | 283 | $21 | 03/31/2024 | | Tradewinds Capital Management LLC | 274 | $20 | 03/31/2024 | | CWB | 274 | $20 | 03/31/2024 | | Tower Research Capital LLC TRC | 271 | $20 | 12/31/2023 | | CWB | 271 | $20 | 12/31/2023 | | Coastal Investment Advisors Inc. | 255 | $19 | 03/31/2024 | | CWB | 255 | $19 | 03/31/2024 | | VisionPoint Advisory Group LLC | 260 | $19 | 12/31/2023 | | CWB | 260 | $19 | 12/31/2023 | | First PREMIER Bank | 250 | $18 | 03/31/2024 | | CWB | 250 | $18 | 03/31/2024 | | Solstein Capital LLC | 240 | $18 | 03/31/2024 | | CWB | 240 | $18 | 03/31/2024 | | Providence Capital Advisors LLC | 250 | $18 | 12/31/2023 | | CWB | 250 | $18 | 12/31/2023 | | Core Wealth Advisors Inc. | 250 | $18 | 12/31/2023 | | CWB | 250 | $18 | 12/31/2023 | | Tyler Stone Wealth Management | 250 | $18 | 12/31/2023 | | CWB | 250 | $18 | 12/31/2023 | | Beacon Capital Management LLC | 267 | $18 | 12/31/2023 | | CWB | 267 | $18 | 12/31/2023 | | Creative Financial Designs Inc. ADV | 236 | $17 | 12/31/2023 | | CWB | 236 | $17 | 12/31/2023 | | Headlands Technologies LLC | 229 | $17 | 12/31/2023 | | CWB | 229 | $17 | 12/31/2023 | | Ameritas Investment Partners Inc. | 216 | $16 | 12/31/2023 | | CWB | 216 | $16 | 12/31/2023 | | MGB Wealth Management LLC | 219 | $16 | 12/31/2023 | | CWB | 219 | $16 | 12/31/2023 | | Pflug Koory LLC | 202 | $15 | 03/31/2024 | | CWB | 202 | $15 | 03/31/2024 | | Castleview Partners LLC | 196 | $14 | 12/31/2023 | | CWB | 196 | $14 | 12/31/2023 | | Gables Capital Management Inc. | 200 | $14 | 12/31/2023 | | CWB | 200 | $14 | 12/31/2023 | | Nalls Sherbakoff Group LLC | 198 | $14 | 12/31/2023 | | CWB | 198 | $14 | 12/31/2023 | | Barrett & Company Inc. | 167 | $12 | 03/31/2024 | | CWB | 167 | $12 | 03/31/2024 | | Kessler Investment Group LLC | 165 | $12 | 03/31/2024 | | CWB | 165 | $12 | 03/31/2024 | | Caldwell Sutter Capital Inc. | 150 | $11 | 03/31/2024 | | CWB | 150 | $11 | 03/31/2024 | | O Shaughnessy Asset Management LLC | 147 | $11 | 12/31/2023 | | CWB | 147 | $11 | 12/31/2023 | | Cherry Tree Wealth Management LLC | 150 | $11 | 12/31/2023 | | CWB | 150 | $11 | 12/31/2023 | | Jamison Private Wealth Management Inc. | 122 | $9 | 03/31/2024 | | CWB | 122 | $9 | 03/31/2024 | | Whittier Trust Co. | 113 | $8 | 12/31/2023 | | CWB | 113 | $8 | 12/31/2023 | | Impact Partnership Wealth LLC | 106 | $8 | 12/31/2023 | | CWB | 106 | $8 | 12/31/2023 | | CENTRAL TRUST Co | 95 | $7 | 03/31/2024 | | CWB | 95 | $7 | 03/31/2024 | | EverSource Wealth Advisors LLC | 97 | $7 | 12/31/2023 | | CWB | 97 | $7 | 12/31/2023 | | Founders Financial Alliance LLC | 95 | $7 | 12/31/2023 | | CWB | 95 | $7 | 12/31/2023 | | Vima LLC | 80 | $6 | 12/31/2023 | | CWB | 80 | $6 | 12/31/2023 | | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 68 | $5 | 03/31/2024 | | CWB | 68 | $5 | 03/31/2024 | | Tsfg LLC | 65 | $5 | 03/31/2024 | | CWB | 65 | $5 | 03/31/2024 | | BlackRock Inc. | 73 | $5 | 12/31/2023 | | CWB | 73 | $5 | 12/31/2023 | | VitalStone Financial LLC | 49 | $4 | 12/31/2023 | | CWB | 49 | $4 | 12/31/2023 | | Farther Finance Advisors LLC | 50 | $4 | 12/31/2023 | | CWB | 50 | $4 | 12/31/2023 | | Newbridge Financial Services Group Inc. | 37 | $3 | 03/31/2024 | | CWB | 37 | $3 | 03/31/2024 | | Plante Moran Financial Advisors LLC | 41 | $3 | 12/31/2023 | | CWB | 41 | $3 | 12/31/2023 | | Toth Financial Advisory Corp | 22 | $2 | 03/31/2024 | | CWB | 22 | $2 | 03/31/2024 | | Horizon Investments LLC | 23 | $2 | 12/31/2023 | | CWB | 23 | $2 | 12/31/2023 | | Abich Financial Wealth Management LLC | 22 | $2 | 12/31/2023 | | CWB | 22 | $2 | 12/31/2023 | | Farmers & Merchants Investments Inc. | 10 | $1 | 03/31/2024 | | CWB | 10 | $1 | 03/31/2024 | | Values First Advisors Inc. | 16 | $1 | 03/31/2024 | | CWB | 16 | $1 | 03/31/2024 | | Cutler Group LP | | $0 | 03/31/2024 | | Call | 100 | $0 | 03/31/2024 | | Horizon Financial Services LLC | 0 | $0 | 03/31/2024 | | CWB | 0 | $0 | 03/31/2024 | | DHJJ Financial Advisors Ltd. | 1 | $0 | 03/31/2024 | | CWB | 1 | $0 | 03/31/2024 | | Clear Street Markets LLC | 1 | $0 | 12/31/2023 | | CWB | 1 | $0 | 12/31/2023 | | Financial Gravity Asset Management Inc. | 4 | $0 | 12/31/2023 | | CWB | 4 | $0 | 12/31/2023 | | Oliver Lagore Vanvalin Investment Group | 3 | $0 | 12/31/2023 | | CWB | 3 | $0 | 12/31/2023 |
See Summary: Institutional Holders of CWB
See Details: Top 10 Hedge Funds Holding CWB
Also See: CWB Holdings Changes
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