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Tradeweb Markets
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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
526
Versant Capital Management
Arizona
$9.77K -$458 -4 -5%
CA
527
Crewe Advisors
Utah
$8.82K – – –
JWA
528
JFS Wealth Advisors
Pennsylvania
$7.77K -$801 -7 -10%
FFO
529
Fortitude Family Office
Arizona
$7.29K +$3.55K +31 +100%
SL
530
Salomon & Ludwin
Virginia
$7.15K -$5.84K -51 -47%
JWM
531
JPL Wealth Management
Colorado
$7.06K +$6.87K +60 New
WA
532
WPG Advisers
Maryland
$6.82K -$1.26K -11 -16%
PWPS
533
Pinnacle Wealth Planning Services
Ohio
$6.82K +$4.69K +41 +241%
S
534
Sachetta
Massachusetts
$6K +$2.06K +18 +55%
LWMI
535
Legacy Wealth Management (Idaho)
Idaho
$5.77K – – –
EWP
536
Elevation Wealth Partners
California
$5.65K +$5.49K +48 New
KAS
537
Kemnay Advisory Services
New York
$5.41K +$5.26K +46 New
MG
538
Mather Group
Illinois
$4.47K +$4.35K +38 New
CFM
539
Cornerstone Financial Management
Massachusetts
$4.12K +$2.06K +18 +106%
UB
540
UMB Bank
Missouri
$3.65K +$229 +2 +7%
CI
541
CX Institutional
Indiana
$3K +$2.75K +24 New
SS
542
Sunbelt Securities
Texas
$2.94K +$2.86K +25 New
PWA
543
Physician Wealth Advisors
Utah
$2.47K -$4.01K -35 -63%
MCA
544
McGuire Capital Advisors
Oklahoma
$2.47K -$1.49K -13 -38%
CH
545
Cromwell Holdings
Wyoming
$2.47K +$1.26K +11 +110%
TFA
546
Transamerica Financial Advisors
Florida
$2.47K +$2.4K +21 New
MAM
547
Marquette Asset Management
Minnesota
$2.35K +$1.49K +13 +186%
LSA
548
Leonteq Securities AG
Switzerland
$2.35K – – –
RWM
549
RMG Wealth Management
Wisconsin
$2.31K +$2.4K +21 New
MCM
550
MV Capital Management
Maryland
$2.24K +$458 +4 +27%
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