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Tradeweb Markets
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
476
Centricity Wealth Management
Ohio
$18.3K +$18.5K +140 New
HNB
477
Huntington National Bank
Ohio
$17.2K -$2.64K -20 -13%
PAI
478
Pittenger & Anderson Inc
Nebraska
$15.7K – – –
KIM
479
Kestra Investment Management
Texas
$15.2K +$15.3K +116 New
SIC
480
SJS Investment Consulting
Ohio
$14.7K +$12.9K +98 +700%
WA
481
WPG Advisers
Maryland
$14.1K +$14.2K +108 New
AAG
482
Armstrong Advisory Group
Massachusetts
$13.2K – – –
PSFG
483
Park Square Financial Group
Georgia
$13.1K +$13.2K +100 New
GM
484
GeoWealth Management
Illinois
$12.4K +$1.32K +10 +12%
VCM
485
Versant Capital Management
Arizona
$12.2K +$9.76K +74 +389%
CAL
486
Capital Advisors Ltd
Ohio
$12K – – –
VWM
487
Venturi Wealth Management
Texas
$11.8K +$3.17K +24 +36%
EC
488
Elequin Capital
New York
$9.82K +$9.89K +75 New
RIL
489
Rothschild Investment LLC
Illinois
$8.64K – – –
LFG
490
Larson Financial Group
Missouri
$8.51K +$1.32K +10 +18%
EWA
491
EverSource Wealth Advisors
Alabama
$7.59K +$4.22K +32 +123%
JWA
492
JFS Wealth Advisors
Pennsylvania
$7.2K – – –
CT
493
Colonial Trust
South Carolina
$7.07K +$7.12K +54 New
MG
494
Mather Group
Illinois
$6.55K – – –
MCM
495
MidAtlantic Capital Management
Virginia
$6.42K +$6.46K +49 New
LIS
496
Legacy Investment Solutions
Idaho
$6.09K +$6.46K +49 New
LWMI
497
Legacy Wealth Management (Idaho)
Idaho
$6.09K +$6.46K +49 New
CFB
498
Cullen/Frost Bankers
Texas
$6.03K +$6.07K +46 New
HWM
499
Hemington Wealth Management
Virginia
$6K +$2.9K +22 +76%
BGAI
500
Bruce G. Allen Investments
Colorado
$5.37K – – –
18 19
20
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