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Tradeweb Markets
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Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
526
Global Retirement Partners
California
$5.86K +$5.58K +40 New
RAM
527
Riggs Asset Management
Pennsylvania
$5.27K +$4.05K +29 +414%
HWM
528
HighMark Wealth Management
Minnesota
$4.54K – – –
CFO
529
CVA Family Office
Colorado
$4.39K -$4.19K -30 -50%
FFO
530
Fortitude Family Office
Arizona
$4.1K +$1.26K +9 +47%
FPF
531
First Pacific Financial
Washington
$3.95K – – –
TC
532
Trust Company
Kansas
$3.95K – – –
MCM
533
MV Capital Management
Maryland
$2.64K -$140 -1 -5%
ZBNA
534
Zions Bancorporation, National Association
Utah
$2.49K – – –
S
535
Sachetta
Massachusetts
$2.34K – – –
BI
536
Binnacle Investments
Iowa
$2.34K +$419 +3 +23%
CH
537
Cromwell Holdings
Wyoming
$2.2K +$1.26K +9 +150%
HI
538
Harbour Investments
Wisconsin
$1.76K -$4.6K -33 -73%
SC
539
SouthState Corp
Florida
$1.76K -$558 -4 -25%
PWMG
540
Prestige Wealth Management Group
New Jersey
$1.76K – – –
HFS
541
Hughes Financial Services
Virginia
$1.65K +$1.12K +8 +200%
TWD
542
True Wealth Design
Ohio
$1.46K +$837 +6 +150%
KG
543
Kilter Group
New York
$1.32K +$1.26K +9 New
PWMG
544
Private Wealth Management Group
New Jersey
$1.17K – – –
AWM
545
Activest Wealth Management
Florida
$1.17K -$1.81K -13 -62%
SIC
546
SJS Investment Consulting
Ohio
$1.02K -$14.7K -105 -94%
PWA
547
Principia Wealth Advisory
Texas
$878 -$140 -1 -14%
WOC
548
West Oak Capital
California
$878 – – –
KIM
549
Kestra Investment Management
Texas
$743 – – –
RS
550
Rakuten Securities
Japan
$732 -$27.9K -200 -98%
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