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Tradeweb Markets
TW

Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
501
Tower Research Capital (TRC)
New York
$5.18K -$423K -3,903 -99%
MPWT
502
MassMutual Private Wealth & Trust
Connecticut
$5.08K -$10.7K -99 -66%
SS
503
SBI Securities
Japan
$4.98K -$32.5K -300 -86%
RS
504
Rakuten Securities
Japan
$4.98K +$5.42K +50 New
APFP
505
Action Point Financial Planning
Michigan
$4.98K +$5.75K +53 New
VCM
506
Versant Capital Management
Arizona
$4.78K -$3.8K -35 -42%
JWM
507
JPL Wealth Management
Colorado
$4.29K -$1.84K -17 -28%
AWA
508
Acumen Wealth Advisors
Tennessee
$4.19K -$1.09M -10,007 -100%
BGAI
509
Bruce G. Allen Investments
Colorado
$4.09K -$9K -83 -67%
FFO
510
Fortitude Family Office
Arizona
$4.09K -$2.28K -21 -34%
MG
511
Mather Group
Illinois
$3.79K – – –
PWA
512
Physician Wealth Advisors
Utah
$3.59K +$1.63K +15 +71%
WB
513
Webster Bank
Connecticut
$3.49K +$3.8K +35 New
PC
514
Pier Capital
Connecticut
$3.39K -$881K -8,122 -100%
GXJ
515
Global X Japan
Japan
$3.39K +$3.69K +34 New
CFM
516
Cornerstone Financial Management
Massachusetts
$2.99K -$542 -5 -14%
PWMG
517
Private Wealth Management Group
New Jersey
$2.89K +$2.28K +21 +263%
BWS
518
Buck Wealth Strategies
Colorado
$2.89K +$3.15K +29 New
PCA
519
Providence Capital Advisors
North Carolina
$2.69K +$2.93K +27 New
MCM
520
MV Capital Management
Maryland
$2.29K +$434 +4 +21%
AA
521
Ancora Advisors
Ohio
$2.29K -$22K -203 -90%
CH
522
Cromwell Holdings
Wyoming
$2.29K +$217 +2 +10%
PWPS
523
Pinnacle Wealth Planning Services
Ohio
$2.09K -$4.01K -37 -64%
LSA
524
Leonteq Securities AG
Switzerland
$1.99K – – –
LI
525
LRI Investments
Florida
$1.89K +$2.06K +19 New
19 20
21
22 23