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Robinhood
HOOD

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
901
Capital Performance Advisors
California
$243K +$15.1K +172 +5%
CTC
902
Central Trust Company
Missouri
$242K +$297K +3,388 +3,258%
GM
903
GeoWealth Management
Illinois
$242K -$33.5K -382 -10%
TCWA
904
Turtle Creek Wealth Advisors
Texas
$240K +$304K +3,466 New
CI
905
CX Institutional
Indiana
$240K +$140K +1,600 +86%
SIAP
906
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$240K +$304K +3,458 New
EFG
907
Everhart Financial Group
Ohio
$236K +$104K +1,180 +53%
AAM
908
Aureus Asset Management
Massachusetts
$235K -$1.93K -22 -0.6%
CG
909
Carlyle Group
District of Columbia
$234K – – –
RA
910
RFG Advisory
Alabama
$234K +$51K +581 +21%
OC
911
Opinicus Capital
Florida
$233K -$5.18K -59 -2%
MIG
912
McGuire Investment Group
Rhode Island
$233K – – –
CCS
913
Concentric Capital Strategies
Connecticut
$232K -$390K -4,448 -57%
MSR
914
Main Street Research
Connecticut
$228K -$46.4M -529,109 -99%
FFA
915
Founders Financial Alliance
North Carolina
$227K +$288K +3,279 New
MCM
916
M1 Capital Management
Michigan
$227K +$22.8K +260 +9%
DWM
917
Dakota Wealth Management
Florida
$227K +$57.1K +651 +25%
CCA
918
Checchi Capital Advisers
California
$226K +$104K +1,182 +57%
RBFC
919
Roman Butler Fullerton & Co
Missouri
$225K – – –
RC
920
Roundview Capital
New Jersey
$225K +$94.3K +1,074 +50%
CWWM
921
Clear Wave Wealth Management
New Jersey
$223K +$283K +3,221 New
CW
922
Channel Wealth
California
$223K +$282K +3,214 New
PCS
923
Personal CFO Solutions
New Jersey
$222K +$73.3K +835 +35%
EA
924
Eclectic Associates
California
$220K +$67.5K +769 +32%
MGIA
925
Moneta Group Investment Advisors
Missouri
$220K -$92.2K -1,050 -25%
35 36
37
38 39