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Tradeweb Markets

Name Holding Trade Value Shares
Change
Change in
Stake
LC
301
Lindbrook Capital
California
$11K +$8.5K +117 +293%
GWM
302
Geneos Wealth Management
Colorado
$10K +$10.7K +147 New
CI Investments Inc
303
CI Investments Inc
Ontario, Canada
$9K -$5.82K -80 -38%
PCG
304
Private Capital Group
Connecticut
$9K
FCMT
305
Founders Capital Management (Texas)
Texas
$8K +$8.29K +114 New
Bank of Montreal
306
Bank of Montreal
Ontario, Canada
$6.92K +$3.99M +54,965 +137%
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$6K +$5.6K +77 +1,925%
DWP
308
Destiny Wealth Partners
Florida
$6K +$6.4K +88 New
TWM
309
Tradition Wealth Management
Minnesota
$5K
GWS
310
Glassman Wealth Services
Virginia
$5K +$3.78K +52 +325%
PAI
311
Pittenger & Anderson Inc
Nebraska
$4K
TFM
312
TFC Financial Management
Massachusetts
$4K +$2.11K +29 +116%
CA
313
Crewe Advisors
Utah
$4K +$4.07K +56 New
CWP
314
Concord Wealth Partners
Virginia
$3K +$3.2K +44 New
WT
315
Whittier Trust
California
$3K +$3.42K +47 New
BIA
316
Bell Investment Advisors
California
$3K +$3.71K +51 New
VCM
317
Versant Capital Management
Arizona
$2K -$2.11K -29 -54%
JWA
318
JFS Wealth Advisors
Pennsylvania
$2K -$654 -9 -29%
CFO
319
CVA Family Office
Colorado
$2K
HNB
320
Huntington National Bank
Ohio
$2K
MIFH
321
Migdal Insurance & Financial Holdings
Israel
$2K +$1.96K +27 New
SBL
322
Sargent Bickham Lagudis
Colorado
$2K +$2.18K +30 New
PMFA
323
Plante Moran Financial Advisors
Michigan
$2K +$2.47K +34 New
NFSG
324
Newbridge Financial Services Group
Florida
$1K
DI
325
Disciplined Investments
Oklahoma
$1K +$145 +2 +20%