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Robinhood
HOOD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1001
CogentBlue Wealth Advisors
Tennessee
$282K +$12.7K +98 +4%
SAG
1002
SageView Advisory Group
California
$281K +$52.3K +402 +19%
LCP
1003
Larch Capital Partners
Florida
$280K +$322K +2,475 New
MAP
1004
Moody Aldrich Partners
Massachusetts
$279K -$1.17K -9 -0.4%
BTI
1005
Blue Trust Inc
Georgia
$279K +$36.5K +281 +13%
DE
1006
Diversified Enterprises
Delaware
$277K +$47.3K +364 +17%
MWM
1007
Modern Wealth Management
Kansas
$274K +$60.3K +464 +24%
DWM
1008
Drive Wealth Management
Utah
$273K +$107K +821 +51%
RWM
1009
Rockline Wealth Management
New York
$273K – – –
EA
1010
Eclectic Associates
California
$273K +$313K +2,410 New
RFP
1011
Root Financial Partners
California
$272K -$10.9K -84 -3%
KFG
1012
Kingdom Financial Group
Arizona
$271K +$312K +2,396 New
AV
1013
Alamea Verwaltungs
New Jersey
$270K +$123K +947 +53%
DG
1014
DMC Group
Alabama
$270K +$310K +2,385 New
TCA
1015
Transcend Capital Advisors
New Jersey
$268K +$1.69K +13 +0.6%
PCS
1016
Personal CFO Solutions
New Jersey
$267K -$52.8K -406 -15%
CPWM
1017
Cypress Point Wealth Management
Texas
$267K – – –
FNBT
1018
FineMark National Bank & Trust
Florida
$266K – – –
WMP
1019
Wealth Management Partners
Arizona
$266K +$124K +950 +68%
SEIA
1020
Signature Estate & Investment Advisors
California
$265K +$21.6K +166 +8%
OCA
1021
OpenArc Corporate Advisory
Georgia
$263K +$303K +2,329 New
SCTC
1022
Sanibel Captiva Trust Company
Florida
$263K +$302K +2,325 New
SAW
1023
Signal Advisors Wealth
Michigan
$262K +$16.8K +129 +6%
IWP
1024
Insight Wealth Partners
Texas
$262K +$301K +2,316 New
PCS
1025
Private Client Services
Kentucky
$262K +$30.6K +235 +11%
39 40
41
42 43