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Tradeweb Markets

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
526
Pinnacle Wealth Planning Services
Ohio
$2.09K -$4.01K -37 -64%
LSA
527
Leonteq Securities AG
Switzerland
$1.99K – – –
LI
528
LRI Investments
Florida
$1.89K +$2.06K +19 New
MCA
529
McGuire Capital Advisors
Oklahoma
$1.69K -$434 -4 -19%
CFO
530
CVA Family Office
Colorado
$1.59K -$13.5K -124 -89%
CCMI
531
Creative Capital Management Investments
California
$1.3K +$1.41K +13 New
BHWM
532
Bay Harbor Wealth Management
Maryland
$1.2K -$542 -5 -29%
NSIM
533
North Star Investment Management
Illinois
$1.2K – – –
PWMG
534
Prestige Wealth Management Group
New Jersey
$1.2K – – –
KG
535
Kilter Group
New York
$1.1K – – –
SWM
536
SHP Wealth Management
Massachusetts
$1.1K +$434 +4 +57%
Federated Hermes
537
Federated Hermes
Pennsylvania
$1.1K +$1.19K +11 New
HIA
538
HFM Investment Advisors
New Jersey
$798 +$325 +3 +60%
RWM
539
Rialto Wealth Management
New York
$698 +$108 +1 +17%
QWM
540
Quaker Wealth Management
New Jersey
$698 +$325 +3 +75%
AWM
541
Activest Wealth Management
Florida
$598 -$20.2K -186 -97%
PWA
542
Principia Wealth Advisory
Texas
$598 -$217 -2 -25%
RWM
543
Raffa Wealth Management
District of Columbia
$598 +$542 +5 +500%
CA
544
CoreCap Advisors
Michigan
$598 +$651 +6 New
BWL
545
Bogart Wealth LLC
Virginia
$498 -$542 -5 -50%
HFS
546
Hughes Financial Services
Virginia
$498 +$325 +3 +150%
GIA
547
GHP Investment Advisors
Colorado
$399 – – –
DCM
548
Davis Capital Management
Florida
$399 +$108 +1 +33%
DF
549
Downshift Financial
Colorado
$399 +$434 +4 New
TFA
550
Transamerica Financial Advisors
Florida
$398 -$1.84K -17 -81%