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Tradeweb Markets

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
601
Ameritas Advisory Services
Nebraska
– -$86K -775 Closed
BCWM
602
Bartlett & Co Wealth Management
Ohio
– -$28.3K -255 Closed
HBW
603
Hazlett, Burt & Watson
West Virginia
– -$22K -200 Closed
PAI
604
Pittenger & Anderson Inc
Nebraska
– -$13.3K -120 Closed
OP
605
ORG Partners
Indiana
– -$10.8K -97 Closed
BWM
606
Bullock Wealth Management
Indiana
– -$9.15K -85 Closed
MG
607
Mather Group
Illinois
– -$5.55K -50 Closed
GFWA
608
Grey Fox Wealth Advisors
Delaware
– -$4.55K -41 Closed
PFA
609
Pathway Financial Advisers
Indiana
– -$4.45K -41 Closed
JWM
610
JPL Wealth Management
Colorado
– -$3.88K -35 Closed
FPF
611
First Pacific Financial
Washington
– -$3.11K -28 Closed
TFA
612
Transamerica Financial Advisors
Florida
– -$2.55K -24 Closed
HWM
613
HighMark Wealth Management
Minnesota
– -$2.22K -20 Closed
CCM
614
Cloud Capital Management
Washington
– -$2K -19 Closed
VNA
615
Valley National Advisers
Pennsylvania
– -$1K -16 Closed
GEA
616
Glen Eagle Advisors
New Jersey
– -$1.67K -15 Closed
WANY
617
Wealthspire Advisors (New York)
New York
– -$1.55K -14 Closed
KG
618
Kilter Group
New York
– -$999 -9 Closed
MA
619
Montag & Associates
Georgia
– -$925 -8 Closed
TIM
620
Tortoise Investment Management
New York
– -$555 -5 Closed
CPG
621
Cornerstone Planning Group
New Jersey
– -$5.22K -4 Closed
HWA
622
Heartwood Wealth Advisors
Virginia
– -$444 -4 Closed
NS
623
NBC Securities
Alabama
– -$322 -3 Closed