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Robinhood
HOOD

Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
901
HBW Advisory Services
California
$422K +$88.6K +681 +22%
TWM
902
TCFG Wealth Management
California
$421K +$13K +100 +3%
JFG
903
Jefferies Financial Group
New York
$414K +$474K +3,645 +22,781%
KIM
904
Kestra Investment Management
Texas
$414K -$173K -1,334 -27%
KWA
905
Kingswood Wealth Advisors
California
$410K +$139K +1,069 +42%
GFP
906
Gryphon Financial Partners
Ohio
$407K +$468K +3,601 New
BBHC
907
Brown Brothers Harriman & Co
New York
$404K +$319K +2,452 +219%
QWP
908
Quotient Wealth Partners
Texas
$404K +$3.25K +25 +0.7%
VCM
909
Virtue Capital Management
Tennessee
$400K -$13.8M -106,365 -97%
PF
910
Phoenix Financial
Israel
$398K +$29.3K +225 +7%
SFC
911
SYM Financial Corp
Indiana
$398K -$222K -1,704 -33%
YCG
912
Yeomans Consulting Group
Georgia
$395K +$3.12K +24 +0.7%
SAI
913
Savvy Advisors Inc
New York
$394K +$136K +1,046 +43%
MWM
914
Moran Wealth Management
Florida
$392K -$112K -858 -20%
TPWA
915
Twin Peaks Wealth Advisors
California
$387K +$581K +4,471 New
OC
916
Opinicus Capital
Florida
$387K +$72K +554 +19%
TPCW
917
TD Private Client Wealth
New York
$386K +$59.4K +457 +15%
AAM
918
Aureus Asset Management
Massachusetts
$385K -$78K -600 -15%
PGWM
919
Parisi Gray Wealth Management
New Jersey
$383K +$440K +3,383 New
CG
920
Carlyle Group
District of Columbia
$382K +$439K +3,376 New
XF
921
XML Financial
Maryland
$381K +$179K +1,380 +69%
SIA
922
Soltis Investment Advisors
Utah
$380K +$260 +2 +0.1%
MIG
923
McGuire Investment Group
Rhode Island
$380K – – –
CPA
924
Capital Performance Advisors
California
$378K -$323K -2,483 -43%
CIA
925
Capital Investment Advisors
Georgia
$377K +$216K +1,659 +99%
35 36
37
38 39