Wellspring Financial Advisors, LLC

Position in TW — Tradeweb Markets Inc.

CIK 1811308 CLEVELAND, OH

Position in TW

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$228,719

-$25,308 QoQ

Shares Held

2,295

+6.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#428

of 560 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wellspring Financial Advisors, LLC holds $5,908,102 across 4 Capital Markets names. TW ranks #4 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	4,248	$4,296,299
2	IBKR	Interactive Brokers Group, Inc.	12,305	$1,071,027
3	SCHW	Schwab Charles Corp	3,382	$312,057
4	TW	Tradeweb Markets Inc. This page	2,295	$228,719

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$228,719	2,295	+6.3%	Shares	Sole	2026-07-20
2026-03-31	$254,027	2,159	+4.7%	Shares	Sole	2026-05-15
2025-12-31	$221,855	2,063	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.