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Tradeweb Markets
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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
501
WPG Advisers
Maryland
$7.42K -$859 -8 -10%
QC
502
Quent Capital
New York
$7.42K +$4.4K +41 +146%
IAIM
503
International Assets Investment Management
Florida
$7.42K +$7.41K +69 New
CA
504
Clearstead Advisors
Ohio
$7.21K +$6.98K +65 +3,250%
FHA
505
Flagship Harbor Advisors
Massachusetts
$6.93K +$6.87K +64 New
PWA
506
Physician Wealth Advisors
Utah
$6.02K -$1.29K -12 -18%
AF
507
Aviso Financial
Ontario, Canada
$5.81K +$5.8K +54 New
LWMI
508
Legacy Wealth Management (Idaho)
Idaho
$5.27K – – –
HFS
509
Hantz Financial Services
Michigan
$5K -$7.51K -70 -61%
CFO
510
CVA Family Office
Colorado
$4.73K +$1.93K +18 +69%
FAMI
511
Fideuram Asset Management (Ireland)
$4.56K +$3.76K +35 New
MCA
512
McGuire Capital Advisors
Oklahoma
$3.66K +$3.65K +34 New
S
513
Sachetta
Massachusetts
$3.55K +$2.15K +20 +154%
FFO
514
Fortitude Family Office
Arizona
$3.33K +$107 +1 +3%
UB
515
UMB Bank
Missouri
$3.12K +$1.82K +17 +142%
IIM
516
IFC & Insurance Marketing
California
$3K +$2.68K +25 New
EW
517
Elyxium Wealth
California
$2.26K +$2.25K +21 New
LSA
518
Leonteq Securities AG
Switzerland
$2.15K -$1.24M -11,549 -100%
SAG
519
SageView Advisory Group
California
$1.83K +$1.82K +17 New
CFM
520
Cornerstone Financial Management
Massachusetts
$1.83K +$1.82K +17 New
PWPS
521
Pinnacle Wealth Planning Services
Ohio
$1.83K +$1.82K +17 New
MCM
522
MV Capital Management
Maryland
$1.61K -$322 -3 -17%
OC
523
Optima Capital
Oregon
$1.61K +$1.61K +15 New
AIS
524
Advocate Investing Services
Maryland
$1.51K +$1.5K +14 New
PWMG
525
Prestige Wealth Management Group
New Jersey
$1.29K – – –
19 20
21
22 23