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Robinhood
HOOD

Name Holding Trade Value Shares
Change 		Change in
Stake
MSR
1001
Main Street Research
Connecticut
$259K -$59.4K -709 -22%
DP
1002
Dearborn Partners
Illinois
$258K +$216K +2,576 New
VIP
1003
Vista Investment Partners
Oklahoma
$258K +$215K +2,571 New
SAM
1004
Sagewood Asset Management
New York
$255K +$213K +2,543 New
VCM
1005
Versant Capital Management
Arizona
$255K -$921K -11,004 -81%
RC
1006
Roundview Capital
New Jersey
$255K -$58.8K -702 -22%
GA
1007
Goldstein Advisors
Wisconsin
$253K +$211K +2,522 New
SIA
1008
Soltis Investment Advisors
Utah
$253K -$49.8K -595 -19%
MAWA
1009
Moss Adams Wealth Advisors
Washington
$249K +$208K +2,483 New
LOWM
1010
Laurel Oak Wealth Management
New Jersey
$249K +$208K +2,483 New
GWM
1011
Greenline Wealth Management
Florida
$247K +$206K +2,459 New
LA
1012
LVW Advisors
New York
$246K -$40.2K -480 -16%
RDWM
1013
Red Door Wealth Management
Tennessee
$246K +$205K +2,453 New
TWM
1014
TRB Wealth Management
Texas
$246K +$205K +2,452 New
CFP
1015
Catalyst Financial Partners
Massachusetts
$246K +$205K +2,449 New
TIA
1016
TCFG Investment Advisors
California
$243K -$58.6K -700 -22%
WFI
1017
West Family Investments
California
$242K +$202K +2,418 New
AWM
1018
Avior Wealth Management
Nebraska
$241K +$201K +2,401 New
AWE
1019
Avidian Wealth Enterprises
Texas
$240K +$201K +2,396 New
PWA
1020
Prairie Wealth Advisors
Nebraska
$240K – – –
NEI
1021
Northwest & Ethical Investments
Ontario, Canada
$239K -$586K -6,994 -75%
RFP
1022
Root Financial Partners
California
$239K +$17.3K +207 +10%
IG
1023
ING Group
Netherlands
$237K -$2.81M -33,526 -93%
BW
1024
Balance Wealth
Ohio
$237K +$198K +2,363 New
CG
1025
CFO4Life Group
Texas
$237K +$198K +2,359 New
39 40
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