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NatWest
NWG

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
301
Dogwood Wealth Management
Kansas
$22.2K -$5.23K -371 -19%
HI
302
Harbour Investments
Wisconsin
$21.6K +$6.67K +473 +45%
JWA
303
JFS Wealth Advisors
Pennsylvania
$20.9K – – –
TCM
304
TD Capital Management
Tennessee
$20.4K +$113 +8 +0.6%
RF
305
Robinswood Financial
Washington
$19K – – –
RFP
306
Root Financial Partners
California
$18.7K +$18.6K +1,321 New
IA
307
IFP Advisors
Florida
$15.8K -$3.67K -260 -19%
AUB
308
Atlantic Union Bankshares
Virginia
$15K +$15K +1,062 New
MCM
309
MAI Capital Management
Ohio
$12.8K -$49.3K -3,496 -79%
RWS
310
Retirement Wealth Solutions
Wisconsin
$11.8K +$6.6K +468 +129%
CIAM
311
Caitong International Asset Management
Hong Kong
$11.4K -$14.5K -1,026 -56%
CPG
312
Cornerstone Planning Group
New Jersey
$11.3K – – –
GBT
313
Grove Bank & Trust
Florida
$11.2K – – –
JFGIW
314
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.8K +$10.8K +763 New
RWM
315
Raffa Wealth Management
District of Columbia
$9.78K – – –
AG
316
AmeriFlex Group
Nevada
$9.51K +$9.48K +672 New
BIA
317
Bell Investment Advisors
California
$9.23K -$1.62K -115 -15%
EP
318
Essential Partners
California
$9.2K +$9.17K +650 New
RWA
319
Redmont Wealth Advisors
Illinois
$9.17K – – –
W
320
WealthCollab
Washington
$9.13K – – –
KFI
321
Key Financial Inc
Pennsylvania
$8.96K – – –
GKIM
322
GW&K Investment Management
Massachusetts
$8K – – –
WA
323
WPG Advisers
Maryland
$7.73K +$395 +28 +5%
SIC
324
Salem Investment Counselors
North Carolina
$7.08K – – –
TFA
325
Transamerica Financial Advisors
Florida
$6.67K +$6.63K +470 New
11 12
13
14 15