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Tradeweb Markets
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Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
501
Rothschild Investment LLC
Illinois
$4.11K -$4.24K -33 -47%
TWD
502
True Wealth Design
Ohio
$3.88K +$3.21K +25 +250%
JWM
503
JPL Wealth Management
Colorado
$3.88K +$4.5K +35 New
MPWT
504
MassMutual Private Wealth & Trust
Connecticut
$3.33K -$1.8K -14 -32%
FFO
505
Fortitude Family Office
Arizona
$3.33K +$257 +2 +7%
HI
506
Harbour Investments
Wisconsin
$3.33K +$2.31K +18 +150%
FPF
507
First Pacific Financial
Washington
$3.11K +$129 +1 +4%
QC
508
Quent Capital
New York
$3.11K +$3.6K +28 New
CFO
509
CVA Family Office
Colorado
$2.88K -$514 -4 -13%
TFA
510
Transamerica Financial Advisors
Florida
$2.55K +$3.08K +24 New
MCM
511
Manchester Capital Management
Vermont
$2.44K +$2.57K +20 +1,000%
MAM
512
Marquette Asset Management
Minnesota
$2.44K +$2.83K +22 New
HWM
513
HighMark Wealth Management
Minnesota
$2.22K -$1.41K -11 -35%
CCM
514
Cloud Capital Management
Washington
$2K +$2.44K +19 New
MCM
515
MV Capital Management
Maryland
$2K – – –
ZBNA
516
Zions Bancorporation, National Association
Utah
$1.89K – – –
BI
517
Binnacle Investments
Iowa
$1.78K – – –
GEA
518
Glen Eagle Advisors
New Jersey
$1.67K +$1.93K +15 New
WANY
519
Wealthspire Advisors (New York)
New York
$1.55K +$1.8K +14 New
S
520
Sachetta
Massachusetts
$1.44K -$386 -3 -19%
JFGIW
521
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.44K +$1.67K +13 New
UB
522
UMB Bank
Missouri
$1.33K -$3.06M -23,821 -100%
PWMG
523
Prestige Wealth Management Group
New Jersey
$1.33K – – –
AP
524
Aspect Partners
Virginia
$1.33K +$1.54K +12 New
VNA
525
Valley National Advisers
Pennsylvania
$1K +$2.06K +16 New
19 20
21
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