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Tradeweb Markets
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Name Holding Trade Value Shares
Change 		Change in
Stake
NA
501
NewEdge Advisors
Louisiana
$23K – – –
ST
502
Smithfield Trust
Pennsylvania
$23K – – –
HNB
503
Huntington National Bank
Ohio
$23K +$4.46K +32 +26%
AAP
504
Arax Advisory Partners
Colorado
$21.7K +$9.49K +68 +110%
BIA
505
Bell Investment Advisors
California
$21.4K – – –
CWM
506
Centricity Wealth Management
Ohio
$20.5K – – –
CA
507
Clearstead Advisors
Ohio
$17.9K -$18.6K -133 -52%
PAI
508
Pittenger & Anderson Inc
Nebraska
$17.6K – – –
BCM
509
Boreal Capital Management
Florida
$16.1K +$15.3K +110 New
SAM
510
Smartleaf Asset Management
Massachusetts
$15.8K -$24.6K -176 -62%
AAG
511
Armstrong Advisory Group
Massachusetts
$14.8K – – –
PSFG
512
Park Square Financial Group
Georgia
$14.6K – – –
VCM
513
Versant Capital Management
Arizona
$13.6K – – –
WA
514
WPG Advisers
Maryland
$13.3K -$1.53K -11 -11%
CAL
515
Capital Advisors Ltd
Ohio
$13K – – –
HWM
516
Hemington Wealth Management
Virginia
$13K +$3.07K +22 +32%
BWM
517
Bullock Wealth Management
Indiana
$11.7K +$11.9K +85 New
RIL
518
Rothschild Investment LLC
Illinois
$10.2K +$698 +5 +8%
OP
519
ORG Partners
Indiana
$8.95K +$7.39K +53 +442%
JWA
520
JFS Wealth Advisors
Pennsylvania
$8.2K – – –
MYIA
521
Mount Yale Investment Advisors
Colorado
$7.32K +$6.98K +50 New
LWMI
522
Legacy Wealth Management (Idaho)
Idaho
$7.17K – – –
LIS
523
Legacy Investment Solutions
Idaho
$7.17K +$6.84K +49 New
CFB
524
Cullen/Frost Bankers
Texas
$6.75K -$21.8K -156 -77%
MPWT
525
MassMutual Private Wealth & Trust
Connecticut
$6.44K +$837 +6 +16%
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