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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
226
Squar Milner Financial Services
California
$10K +$11K +836 New
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$7K -$2.9M -220,608 -100%
HR
228
Howe & Rusling
New York
$6K -$2.51M -190,840 -100%
WAM
229
Wealthspire Advisors (Maryland)
Maryland
$6K -$5.73K -436 -48%
SCM
230
Shelton Capital Management
Colorado
$5.25K -$262K -19,924 -95%
GEA
231
Glen Eagle Advisors
New Jersey
$5.19K +$5.26K +400 New
AF
232
Advisornet Financial
Minnesota
$5K +$5.26K +400 New
SWP
233
Strategic Wealth Partners
Ohio
$5K +$5.26K +400 New
VFA
234
Valeo Financial Advisors
Indiana
$4K
OAM
235
Oppenheimer Asset Management
New York
$3K -$526 -40 -17%
BCA
236
Berman Capital Advisors
Georgia
$3K -$263 -20 -8%
GT
237
Glenmede Trust
Pennsylvania
$3K
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$3K
AIM
239
Advantage Investment Management
Iowa
$2K
EARNEST Partners
240
EARNEST Partners
Georgia
$2K
EFSCE
241
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
CAW
242
Cornerstone Advisors (Washington)
Washington
$2K +$526 +40 +40%
AAMU
243
Amundi Asset Management US
Massachusetts
$2K +$2.1K +160 New
AIA
244
Alera Investment Advisors
Illinois
$1K -$1.58K -120 -68%
PCG
245
Private Capital Group
Connecticut
$1K -$158 -12 -14%
LPWM
246
Lake Point Wealth Management
Texas
$1K
PA
247
Parallel Advisors
California
$1K
TWA
248
TCI Wealth Advisors
Arizona
$1K
LFA
249
Legacy Financial Advisors
Kentucky
$1K +$526 +40 New
Bessemer Group
250
Bessemer Group
New Jersey
$1K +$1.16K +88 New