Holdings Channel
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Funds Holding RWR

On this page, we present all of the funds holding RWR from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding RWR, with a link to that fund's top holdings. The next columns indicate the amount of RWR stock held by each of the funds holding RWR, followed by the RWR position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 246 funds holding RWR within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Northern Trust Corp. For more details on the positions held by Northern Trust Corp (or by any of the other funds holding RWR), click the fund name in the "Holder" column of the funds-holding-RWR table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Northern Trust Corp2,705,926$257,929 12/31/2023
     RWR2,705,926$257,929 12/31/2023
Charles Schwab Investment Management Inc.1,864,241$177,699 12/31/2023
     RWR1,864,241$177,699 12/31/2023
Wells Fargo & Company MN733,758$69,942 12/31/2023
     RWR733,758$69,942 12/31/2023
Morgan Stanley655,312$62,464 12/31/2023
     RWR655,312$62,464 12/31/2023
Northwestern Mutual Wealth Management Co.453,191$43,198 12/31/2023
     RWR453,191$43,198 12/31/2023
Envestnet Asset Management Inc.341,269$32,530 12/31/2023
     RWR341,269$32,530 12/31/2023
Bank of America Corp DE321,069$30,604 12/31/2023
     RWR321,069$30,604 12/31/2023
Truist Financial Corp270,133$25,749 12/31/2023
     RWR270,133$25,749 12/31/2023
LPL Financial LLC250,299$23,859 12/31/2023
     RWR250,299$23,859 12/31/2023
BlackRock Inc.234,927$22,393 12/31/2023
     RWR234,927$22,393 12/31/2023
Goldman Sachs Group Inc.157,330$14,997 12/31/2023
     RWR157,330$14,997 12/31/2023
Patton Fund Management Inc.149,882$14,287 12/31/2023
     RWR149,882$14,287 12/31/2023
Creative Planning111,631$10,641 12/31/2023
     RWR111,631$10,641 12/31/2023
Royal Bank of Canada107,257$10,223 12/31/2023
     RWR107,257$10,223 12/31/2023
Private Advisor Group LLC104,236$9,936 12/31/2023
     RWR104,236$9,936 12/31/2023
Capital Advisors Inc. OK88,042$8,392 12/31/2023
     RWR88,042$8,392 12/31/2023
UBS Group AG87,403$8,331 12/31/2023
     RWR87,403$8,331 12/31/2023
Stratos Wealth Partners LTD.68,532$6,459 03/31/2024
     RWR68,532$6,459 03/31/2024
Ameriprise Financial Inc.58,781$6,006 12/31/2023
     RWR58,781$6,006 12/31/2023
Citizens Financial Group Inc RI59,859$5,706 12/31/2023
     RWR59,859$5,706 12/31/2023
Cullen Frost Bankers Inc.55,296$5,271 12/31/2023
     RWR55,296$5,271 12/31/2023
Bank of New York Mellon Corp53,322$5,026 03/31/2024
     RWR53,322$5,026 03/31/2024
MML Investors Services LLC52,124$4,968 12/31/2023
     RWR52,124$4,968 12/31/2023
Commonwealth Equity Services LLC49,821$4,749 12/31/2023
     RWR49,821$4,749 12/31/2023
Advisor Group Holdings Inc.43,243$4,126 12/31/2023
     RWR43,243$4,126 12/31/2023
Qube Research & Technologies Ltd43,267$4,124 12/31/2023
     RWR43,267$4,124 12/31/2023
Clearstead Advisors LLC43,004$4,099 12/31/2023
     RWR43,004$4,099 12/31/2023
Falcon Wealth Planning41,244$3,887 03/31/2024
     RWR41,244$3,887 03/31/2024
Assetmark Inc.36,632$3,492 12/31/2023
     RWR36,632$3,492 12/31/2023
The PNC Financial Services Group Inc.35,445$3,379 12/31/2023
     RWR35,445$3,379 12/31/2023
Evergreen Capital Management LLC35,164$3,352 12/31/2023
     RWR35,164$3,352 12/31/2023
Rebalance LLC34,868$3,286 03/31/2024
     RWR34,868$3,286 03/31/2024
JPMorgan Chase & Co.32,434$3,092 12/31/2023
     RWR32,434$3,092 12/31/2023
Equitable Holdings Inc.30,074$2,867 12/31/2023
     RWR30,074$2,867 12/31/2023
Smith Moore & CO.28,525$2,719 12/31/2023
     RWR28,525$2,719 12/31/2023
Tower Research Capital LLC TRC 27,350$2,607 12/31/2023
     RWR27,350$2,607 12/31/2023
RTD Financial Advisors Inc.25,140$2,369 03/31/2024
     RWR25,140$2,369 03/31/2024
Susquehanna International Group LLP $2,368 12/31/2023
     RWR27,440$2,616 12/31/2023
     Put4,900$467 12/31/2023
     Call2,300$219 12/31/2023
Phillips Financial Management LLC24,595$2,318 03/31/2024
     RWR24,595$2,318 03/31/2024
Pathstone Holdings LLC24,065$2,294 12/31/2023
     RWR24,065$2,294 12/31/2023
HRT Financial LP21,719$2,070 12/31/2023
     RWR21,719$2,070 12/31/2023
American Financial Advisors LLC21,899$2,064 03/31/2024
     RWR21,899$2,064 03/31/2024
Kestra Advisory Services LLC21,097$2,011 12/31/2023
     RWR21,097$2,011 12/31/2023
Flow Traders U.S. LLC20,766$1,979 12/31/2023
     RWR20,766$1,979 12/31/2023
Aveo Capital Partners LLC20,464$1,951 12/31/2023
     RWR20,464$1,951 12/31/2023
Raymond James Financial Services Advisors Inc.19,366$1,825 03/31/2024
     RWR19,366$1,825 03/31/2024
Avion Wealth19,088$1,819 12/31/2023
     RWR19,088$1,819 12/31/2023
City Holding Co.18,515$1,745 03/31/2024
     RWR18,515$1,745 03/31/2024
M&T Bank Corp17,646$1,682 12/31/2023
     RWR17,646$1,682 12/31/2023
Trilogy Capital Inc.17,693$1,668 03/31/2024
     RWR17,693$1,668 03/31/2024
Geneos Wealth Management Inc.17,235$1,643 12/31/2023
     RWR17,235$1,643 12/31/2023
Omega Financial Group LLC17,264$1,627 03/31/2024
     RWR17,264$1,627 03/31/2024
Raymond James & Associates16,527$1,558 03/31/2024
     RWR16,527$1,558 03/31/2024
Bank of Montreal Can16,136$1,558 12/31/2023
     RWR16,136$1,558 12/31/2023
Destiny Capital Corp CO15,696$1,496 12/31/2023
     RWR15,696$1,496 12/31/2023
Cerity Partners LLC14,941$1,424 12/31/2023
     RWR14,941$1,424 12/31/2023
Osborne Partners Capital Management LLC14,270$1,345 03/31/2024
     RWR14,270$1,345 03/31/2024
Moller Financial Services14,224$1,341 03/31/2024
     RWR14,224$1,341 03/31/2024
Great Lakes Advisors LLC13,711$1,307 12/31/2023
     RWR13,711$1,307 12/31/2023
HighTower Advisors LLC13,361$1,270 12/31/2023
     RWR13,361$1,270 12/31/2023
Atlas Brown Inc.13,394$1,262 03/31/2024
     RWR13,394$1,262 03/31/2024
Snowden Capital Advisors LLC12,654$1,206 12/31/2023
     RWR12,654$1,206 12/31/2023
Stifel Financial Corp12,318$1,174 12/31/2023
     RWR12,318$1,174 12/31/2023
Davidson Trust Co.11,999$1,144 12/31/2023
     RWR11,999$1,144 12/31/2023
Yeomans Consulting Group Inc.11,677$1,113 12/31/2023
     RWR11,677$1,113 12/31/2023
Mariner LLC11,575$1,103 12/31/2023
     RWR11,575$1,103 12/31/2023
Bray Capital Advisors10,986$1,047 12/31/2023
     RWR10,986$1,047 12/31/2023
Valmark Advisers Inc.10,869$1,036 12/31/2023
     RWR10,869$1,036 12/31/2023
Smallwood Wealth Investment Management LLC10,538$993 03/31/2024
     RWR10,538$993 03/31/2024
Savant Capital LLC10,258$978 12/31/2023
     RWR10,258$978 12/31/2023
Bensler LLC9,946$948 12/31/2023
     RWR9,946$948 12/31/2023
CI Private Wealth LLC9,823$936 12/31/2023
     RWR9,823$936 12/31/2023
Brown Advisory Inc.9,891$932 03/31/2024
     RWR9,891$932 03/31/2024
US Bancorp DE9,328$889 12/31/2023
     RWR9,328$889 12/31/2023
Wealthcare Advisory Partners LLC9,387$885 03/31/2024
     RWR9,387$885 03/31/2024
Gibson Capital LLC8,995$848 03/31/2024
     RWR8,995$848 03/31/2024
Citadel Advisors LLC $787 12/31/2023
     RWR9,056$863 12/31/2023
     Put900$86 12/31/2023
     Call100$10 12/31/2023
Comerica Bank8,069$769 12/31/2023
     RWR8,069$769 12/31/2023
Worth Asset Management LLC7,651$721 03/31/2024
     RWR7,651$721 03/31/2024
Cetera Advisor Networks LLC7,150$682 12/31/2023
     RWR7,150$682 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,890$657 12/31/2023
     RWR6,890$657 12/31/2023
Lido Advisors LLC6,893$657 12/31/2023
     RWR6,893$657 12/31/2023
Cambridge Investment Research Advisors Inc.6,849$645 03/31/2024
     RWR6,849$645 03/31/2024
Key Financial Inc6,500$620 12/31/2023
     RWR6,500$620 12/31/2023
Raymond James Trust N.A.6,363$600 03/31/2024
     RWR6,363$600 03/31/2024
Synovus Financial Corp6,099$582 12/31/2023
     RWR6,099$582 12/31/2023
Kohmann Bosshard Financial Services LLC6,145$579 03/31/2024
     RWR6,145$579 03/31/2024
NTV Asset Management LLC6,000$572 12/31/2023
     RWR6,000$572 12/31/2023
CIBC Private Wealth Group LLC6,004$572 12/31/2023
     RWR6,004$572 12/31/2023
Forum Financial Management LP5,979$570 12/31/2023
     RWR5,979$570 12/31/2023
AWM Capital LLC5,970$563 03/31/2024
     RWR5,970$563 03/31/2024
Summit Financial Group Inc.5,877$554 03/31/2024
     RWR5,877$554 03/31/2024
Janney Montgomery Scott LLC5,528$527 12/31/2023
     RWR5,528$527 12/31/2023
Lee Financial Co5,426$517 12/31/2023
     RWR5,426$517 12/31/2023
Abbrea Capital LLC5,340$509 12/31/2023
     RWR5,340$509 12/31/2023
TD Capital Management LLC5,259$501 12/31/2023
     RWR5,259$501 12/31/2023
One Capital Management LLC5,232$499 12/31/2023
     RWR5,232$499 12/31/2023
Integrated Wealth Concepts LLC5,176$493 12/31/2023
     RWR5,176$493 12/31/2023
Wealth Enhancement Advisory Services LLC5,196$490 03/31/2024
     RWR5,196$490 03/31/2024
ICA Group Wealth Management LLC5,145$490 12/31/2023
     RWR5,145$490 12/31/2023
Balyasny Asset Management LLC5,111$487 12/31/2023
     RWR5,111$487 12/31/2023
Sanibel Captiva Trust Company Inc.5,080$484 12/31/2023
     RWR5,080$484 12/31/2023
Exencial Wealth Advisors LLC5,070$483 12/31/2023
     RWR5,070$483 12/31/2023
KMG Fiduciary Partners LLC5,110$482 03/31/2024
     RWR5,110$482 03/31/2024
HBK Sorce Advisory LLC5,029$479 12/31/2023
     RWR5,029$479 12/31/2023
Etfidea LLC5,013$478 12/31/2023
     RWR5,013$478 12/31/2023
Urban Financial Advisory Corp4,975$474 12/31/2023
     RWR4,975$474 12/31/2023
Greenleaf Trust4,963$473 12/31/2023
     RWR4,963$473 12/31/2023
Glenmede Trust Co. NA4,800$458 12/31/2023
     RWR4,800$458 12/31/2023
Franklin Resources Inc.4,767$454 12/31/2023
     RWR4,767$454 12/31/2023
Baird Financial Group Inc.4,673$445 12/31/2023
     RWR4,673$445 12/31/2023
West Wealth Group LLC4,652$443 12/31/2023
     RWR4,652$443 12/31/2023
Transatlantique Private Wealth LLC4,500$429 12/31/2023
     RWR4,500$429 12/31/2023
ARK & TLK Investments LLC4,463$425 12/31/2023
     RWR4,463$425 12/31/2023
Resources Investment Advisors LLC.4,363$416 12/31/2023
     RWR4,363$416 12/31/2023
Financial Counselors Inc.4,338$413 12/31/2023
     RWR4,338$413 12/31/2023
Ameritas Advisory Services LLC3,992$377 12/31/2023
     RWR3,992$377 12/31/2023
IFP Advisors Inc3,889$371 12/31/2023
     RWR3,889$371 12/31/2023
Moisand Fitzgerald Tamayo LLC3,931$370 03/31/2024
     RWR3,931$370 03/31/2024
Buckingham Strategic Wealth LLC3,839$366 12/31/2023
     RWR3,839$366 12/31/2023
Mercer Global Advisors Inc. ADV3,434$327 12/31/2023
     RWR3,434$327 12/31/2023
Navis Wealth Advisors LLC3,287$313 12/31/2023
     RWR3,287$313 12/31/2023
JFS Wealth Advisors LLC3,266$311 12/31/2023
     RWR3,266$311 12/31/2023
Cetera Investment Advisers3,256$310 12/31/2023
     RWR3,256$310 12/31/2023
Hancock Whitney Corp3,213$306 12/31/2023
     RWR3,213$306 12/31/2023
Deutsche Bank AG3,200$305 12/31/2023
     RWR3,200$305 12/31/2023
Beacon Financial Group3,176$303 12/31/2023
     RWR3,176$303 12/31/2023
Envestnet Portfolio Solutions Inc.3,149$300 12/31/2023
     RWR3,149$300 12/31/2023
Integrated Advisors Network LLC3,105$296 12/31/2023
     RWR3,105$296 12/31/2023
Chicago Partners Investment Group LLC3,333$295 03/31/2024
     RWR3,333$295 03/31/2024
Kingsview Wealth Management LLC3,013$287 12/31/2023
     RWR3,013$287 12/31/2023
Aspiriant LLC3,035$286 03/31/2024
     RWR3,035$286 03/31/2024
United Capital Financial Advisers LLC2,998$286 12/31/2023
     RWR2,998$286 12/31/2023
Private Ocean LLC3,027$285 03/31/2024
     RWR3,027$285 03/31/2024
Windward Private Wealth Management Inc.2,994$285 12/31/2023
     RWR2,994$285 12/31/2023
South State CORP.2,975$284 12/31/2023
     RWR2,975$284 12/31/2023
Compass Ion Advisors LLC2,986$281 03/31/2024
     RWR2,986$281 03/31/2024
Front Row Advisors LLC2,924$279 12/31/2023
     RWR2,924$279 12/31/2023
Whittier Trust Co. of Nevada Inc.2,855$272 12/31/2023
     RWR2,855$272 12/31/2023
Aptus Capital Advisors LLC2,821$269 12/31/2023
     RWR2,821$269 12/31/2023
Jane Street Group LLC2,763$263 12/31/2023
     RWR2,763$263 12/31/2023
Heartwood Wealth Advisors LLC2,691$254 03/31/2024
     RWR2,691$254 03/31/2024
IFG Advisory LLC2,616$249 12/31/2023
     RWR2,616$249 12/31/2023
Autumn Glory Partners LLC2,640$249 12/31/2023
     RWR2,640$249 12/31/2023
Curran Financial Partners LLC2,693$247 12/31/2023
     RWR2,693$247 12/31/2023
Millennium Management LLC2,532$241 12/31/2023
     RWR2,532$241 12/31/2023
Marshall Financial Group Inc. ADV2,517$240 12/31/2023
     RWR2,517$240 12/31/2023
Austin Private Wealth LLC2,594$237 03/31/2024
     RWR2,594$237 03/31/2024
Ashton Thomas Private Wealth LLC2,469$233 03/31/2024
     RWR2,469$233 03/31/2024
D. E. Shaw & Co. Inc.2,403$229 12/31/2023
     RWR2,403$229 12/31/2023
Pictet Asset Management Holding SA2,400$229 12/31/2023
     RWR2,400$229 12/31/2023
Huntington National Bank2,252$215 12/31/2023
     RWR2,252$215 12/31/2023
Rossmore Private Capital2,245$214 12/31/2023
     RWR2,245$214 12/31/2023
GYL Financial Synergies LLC2,245$214 12/31/2023
     RWR2,245$214 12/31/2023
Collaborative Wealth Managment Inc.2,231$213 12/31/2023
     RWR2,231$213 12/31/2023
BOKF NA2,199$210 12/31/2023
     RWR2,199$210 12/31/2023
TIAA Trust National Association2,194$209 12/31/2023
     RWR2,194$209 12/31/2023
Honkamp Krueger Financial Services Inc.2,150$205 12/31/2023
     RWR2,150$205 12/31/2023
Sachetta LLC2,029$193 12/31/2023
     RWR2,029$193 12/31/2023
Cambridge Trust Co.1,938$185 12/31/2023
     RWR1,938$185 12/31/2023
Venturi Wealth Management LLC1,900$179 03/31/2024
     RWR1,900$179 03/31/2024
Strengthening Families & Communities LLC1,583$151 12/31/2023
     RWR1,583$151 12/31/2023
GWM Advisors LLC1,464$140 12/31/2023
     RWR1,464$140 12/31/2023
Private Trust Co. NA1,441$136 03/31/2024
     RWR1,441$136 03/31/2024
Harbour Investments Inc.1,363$130 12/31/2023
     RWR1,363$130 12/31/2023
MTM Investment Management LLC1,292$122 03/31/2024
     RWR1,292$122 03/31/2024
FMR LLC1,256$120 12/31/2023
     RWR1,256$120 12/31/2023
BNP Paribas Arbitrage SA1,170$112 12/31/2023
     RWR1,170$112 12/31/2023
Richardson Financial Services Inc.1,046$100 12/31/2023
     RWR1,046$100 12/31/2023
Grove Bank & Trust1,003$96 12/31/2023
     RWR1,003$96 12/31/2023
Advisory Services Network LLC937$89 12/31/2023
     RWR937$89 12/31/2023
Provence Wealth Management Group928$88 12/31/2023
     RWR928$88 12/31/2023
HHM Wealth Advisors LLC825$79 12/31/2023
     RWR825$79 12/31/2023
Coston McIsaac & Partners813$76 03/31/2024
     RWR813$76 03/31/2024
Carolinas Wealth Consulting LLC800$76 12/31/2023
     RWR800$76 12/31/2023
Global Retirement Partners LLC795$75 03/31/2024
     RWR795$75 03/31/2024
Citigroup Inc.725$69 12/31/2023
     RWR725$69 12/31/2023
Pflug Koory LLC602$57 03/31/2024
     RWR602$57 03/31/2024
Evermay Wealth Management LLC601$57 12/31/2023
     RWR601$57 12/31/2023
Laurel Wealth Advisors LLC567$54 12/31/2023
     RWR567$54 12/31/2023
Atlas Capital Advisors LLC430$41 03/31/2024
     RWR430$41 03/31/2024
Cranbrook Wealth Management LLC385$36 03/31/2024
     RWR385$36 03/31/2024
Ancora Advisors LLC358$34 12/31/2023
     RWR358$34 12/31/2023
Farmers & Merchants Investments Inc.345$33 03/31/2024
     RWR345$33 03/31/2024
Proequities Inc.345$33 12/31/2023
     RWR345$33 12/31/2023
Capital Investment Advisory Services LLC337$32 03/31/2024
     RWR337$32 03/31/2024
Mine & Arao Wealth Creation & Management LLC.323$31 12/31/2023
     RWR323$31 12/31/2023
Principal Securities Inc.317$30 12/31/2023
     RWR317$30 12/31/2023
Blair William & Co. IL317$30 12/31/2023
     RWR317$30 12/31/2023
Cohen & Steers Inc.316$30 12/31/2023
     RWR316$30 12/31/2023
Tyler Stone Wealth Management282$27 12/31/2023
     RWR282$27 12/31/2023
Spire Wealth Management252$24 03/31/2024
     RWR252$24 03/31/2024
Steward Partners Investment Advisory LLC244$23 12/31/2023
     RWR244$23 12/31/2023
LGT Financial Advisors LLC238$23 12/31/2023
     RWR238$23 12/31/2023
NBC Securities Inc.238$22 03/31/2024
     RWR238$22 03/31/2024
Raleigh Capital Management Inc.218$21 12/31/2023
     RWR218$21 12/31/2023
Tompkins Financial Corp200$19 03/31/2024
     RWR200$19 03/31/2024
Duncker Streett & Co. Inc.200$19 03/31/2024
     RWR200$19 03/31/2024
Matrix Private Capital Group LLC200$19 12/31/2023
     RWR200$19 12/31/2023
Foster Dykema Cabot & Partners LLC200$19 12/31/2023
     RWR200$19 12/31/2023
VitalStone Financial LLC191$18 12/31/2023
     RWR191$18 12/31/2023
Johnson Financial Group Inc.165$16 12/31/2023
     RWR165$16 12/31/2023
APCM Wealth Management for Individuals155$15 03/31/2024
     RWR155$15 03/31/2024
Wetzel Investment Advisors Inc.156$13 03/31/2024
     RWR156$13 03/31/2024
Motco137$13 12/31/2023
     RWR137$13 12/31/2023
Founders Financial Alliance LLC139$13 12/31/2023
     RWR139$13 12/31/2023
Larson Financial Group LLC124$12 12/31/2023
     RWR124$12 12/31/2023
Massmutual Trust Co. FSB ADV118$11 03/31/2024
     RWR118$11 03/31/2024
Jackson Hole Capital Partners LLC115$11 12/31/2023
     RWR115$11 12/31/2023
EverSource Wealth Advisors LLC110$10 12/31/2023
     RWR110$10 12/31/2023
Aberdeen Wealth Management LLC105$10 12/31/2023
     RWR105$10 12/31/2023
Sandy Spring Bank99$9 12/31/2023
     RWR99$9 12/31/2023
Financial Perspectives Inc90$8 03/31/2024
     RWR90$8 03/31/2024
Thompson Siegel & Walmsley LLC85$8 12/31/2023
     RWR85$8 12/31/2023
First Command Advisory Services Inc.81$8 12/31/2023
     RWR81$8 12/31/2023
CWM LLC76$7 03/31/2024
     RWR76$7 03/31/2024
EPG Wealth Management LLC80$7 12/31/2023
     RWR80$7 12/31/2023
Allworth Financial LP65$6 03/31/2024
     RWR65$6 03/31/2024
Parkside Financial Bank & Trust60$6 12/31/2023
     RWR60$6 12/31/2023
FSA Wealth Management LLC64$6 12/31/2023
     RWR64$6 12/31/2023
Rockbridge Investment Management LCC52$5 12/31/2023
     RWR52$5 12/31/2023
Aspire Private Capital LLC41$4 03/31/2024
     RWR41$4 03/31/2024
Investors Research Corp39$4 12/31/2023
     RWR39$4 12/31/2023
Red Lighthouse Investment Management LLC41$4 12/31/2023
     RWR41$4 12/31/2023
ORG Partners LLC41$4 12/31/2023
     RWR41$4 12/31/2023
Farther Finance Advisors LLC41$4 12/31/2023
     RWR41$4 12/31/2023
Caitlin John LLC40$4 12/31/2023
     RWR40$4 12/31/2023
Harbor Investment Advisory LLC32$3 03/31/2024
     RWR32$3 03/31/2024
Kayne Anderson Rudnick Investment Management LLC30$3 12/31/2023
     RWR30$3 12/31/2023
Manchester Capital Management LLC35$3 12/31/2023
     RWR35$3 12/31/2023
O Shaughnessy Asset Management LLC31$3 12/31/2023
     RWR31$3 12/31/2023
Team Financial Group LLC33$3 12/31/2023
     RWR33$3 12/31/2023
Capital Advisors Ltd. LLC18$2 03/31/2024
     RWR18$2 03/31/2024
Red Tortoise LLC19$2 03/31/2024
     RWR19$2 03/31/2024
Howe & Rusling Inc.20$2 12/31/2023
     RWR20$2 12/31/2023
Creative Financial Designs Inc. ADV16$2 12/31/2023
     RWR16$2 12/31/2023
Parallel Advisors LLC23$2 12/31/2023
     RWR23$2 12/31/2023
Salomon & Ludwin LLC17$2 12/31/2023
     RWR17$2 12/31/2023
Frazier Financial Advisors LLC17$2 12/31/2023
     RWR17$2 12/31/2023
Castleview Partners LLC8$1 12/31/2023
     RWR8$1 12/31/2023
Retirement Group LLC14$1 12/31/2023
     RWR14$1 12/31/2023
DHJJ Financial Advisors Ltd.2$0 03/31/2024
     RWR2$0 03/31/2024
Natixis1$0 12/31/2023
     RWR1$0 12/31/2023
VisionPoint Advisory Group LLC1$0 12/31/2023
     RWR1$0 12/31/2023
Guardian Wealth Advisors LLC NC2$0 12/31/2023
     RWR2$0 12/31/2023
Covestor Ltd1$0 12/31/2023
     RWR1$0 12/31/2023
Smartleaf Asset Management LLC3$0 12/31/2023
     RWR3$0 12/31/2023

See Summary: Institutional Holders of RWR
See Details: Top 10 Hedge Funds Holding RWR
Also See: RWR Holdings Changes

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