Institutional Owners for CDW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CLEAN YIELD GROUP | Stock | 1101 | $68,196 | 300 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BERMAN CAPITAL ADVISORS LLC | Stock | 1102 | $51,000 | 283 | 0.01 | 0.01 | 13 | 4.81 | 09-30-2021 |
| MASCOMA WEALTH MANAGEMENT LLC | Stock | 1103 | $61,831 | 272 | 0.00 | 0.00 | -19 | -6.53 | 12-31-2023 |
| BLUE TRUST INC | COM | 1104 | $54,000 | 271 | 0.00 | 0.00 | 98 | 56.65 | 12-31-2023 |
