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Tradeweb Markets
TW

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
626
Salomon & Ludwin
Virginia
– -$7.15K -58 Closed
S
627
Sachetta
Massachusetts
– -$6K -51 Closed
LWMI
628
Legacy Wealth Management (Idaho)
Idaho
– -$5.77K -49 Closed
EWP
629
Elevation Wealth Partners
California
– -$5.65K -48 Closed
KAS
630
Kemnay Advisory Services
New York
– -$5.41K -46 Closed
UB
631
UMB Bank
Missouri
– -$3.65K -31 Closed
CI
632
CX Institutional
Indiana
– -$3K -24 Closed
RWM
633
RMG Wealth Management
Wisconsin
– -$2.31K -21 Closed
MAM
634
Marquette Asset Management
Minnesota
– -$2.35K -20 Closed
AP
635
Aspect Partners
Virginia
– -$1.41K -12 Closed
AW
636
Avion Wealth
Texas
– -$1K -10 Closed
IWS
637
Intentional Wealth Strategies
Colorado
– -$1.18K -10 Closed
TPWA
638
Twin Peaks Wealth Advisors
California
– -$1.06K -9 Closed
VWM
639
Vermillion Wealth Management
Minnesota
– -$941 -8 Closed
CPG
640
Cornerstone Planning Group
New Jersey
– -$772 -7 Closed
ACA
641
American Capital Advisory
Idaho
– -$589 -5 Closed
FC
642
Financial Consulate
Maryland
– -$589 -5 Closed
MMCM
643
Murphy & Mullick Capital Management
New York
– -$588 -5 Closed
SC
644
SouthState Corp
Florida
– -$589 -5 Closed
JFGIW
645
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$471 -4 Closed
CW
646
Curio Wealth
Maryland
– -$235 -2 Closed
TWM
647
TopTier Wealth Management
Wisconsin
– -$235 -2 Closed
EA
648
Evolution Advisers
Virginia
– +$217 +2 New
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