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Tradeweb Markets
TW

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
551
Bay Harbor Wealth Management
Maryland
$2K +$687 +6 +55%
AP
552
Aspect Partners
Virginia
$1.41K – – –
PWMG
553
Prestige Wealth Management Group
New Jersey
$1.41K – – –
NSIM
554
North Star Investment Management
Illinois
$1.41K +$801 +7 +140%
ACA
555
Atlas Capital Advisors
Wyoming
$1.41K +$1.37K +12 New
KG
556
Kilter Group
New York
$1.29K +$1.26K +11 New
BWL
557
Bogart Wealth LLC
Virginia
$1.18K +$572 +5 +100%
IWS
558
Intentional Wealth Strategies
Colorado
$1.18K +$1.15K +10 New
TPWA
559
Twin Peaks Wealth Advisors
California
$1.06K +$1.03K +9 New
AW
560
Avion Wealth
Texas
$1K – – –
PWMG
561
Private Wealth Management Group
New Jersey
$942 – – –
PWA
562
Principia Wealth Advisory
Texas
$941 +$458 +4 +100%
VWM
563
Vermillion Wealth Management
Minnesota
$941 +$916 +8 New
SWM
564
SHP Wealth Management
Massachusetts
$824 +$801 +7 New
CPG
565
Cornerstone Planning Group
New Jersey
$772 +$801 +7 New
RWM
566
Rialto Wealth Management
New York
$706 +$114 +1 +20%
SC
567
SouthState Corp
Florida
$589 – – –
ACA
568
American Capital Advisory
Idaho
$589 +$343 +3 +150%
FC
569
Financial Consulate
Maryland
$589 +$572 +5 New
MMCM
570
Murphy & Mullick Capital Management
New York
$588 – – –
HIA
571
HFM Investment Advisors
New Jersey
$588 +$343 +3 +150%
JFGIW
572
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$471 – – –
1CP
573
1015 Capital Partners
Pennsylvania
$471 +$229 +2 +100%
QWM
574
Quaker Wealth Management
New Jersey
$471 +$343 +3 +300%
GIA
575
GHP Investment Advisors
Colorado
$471 +$458 +4 New
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