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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
QCG
226
Quadrant Capital Group
Ohio
$12K – – –
CIA
227
CSat Investment Advisory
Michigan
$11K +$11.5K +848 New
ATC
228
Adirondack Trust Company
New York
$10K – – –
SF
229
Synovus Financial
Georgia
$10K – – –
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
GEA
231
Glen Eagle Advisors
New Jersey
$5.45K – – –
SMFS
232
Squar Milner Financial Services
California
$5K -$6.78K -500 -60%
AF
233
Advisornet Financial
Minnesota
$5K – – –
AAMU
234
Amundi Asset Management US
Massachusetts
$4K +$1.41K +104 +65%
VCM
235
Versant Capital Management
Arizona
$3K -$17.4K -1,284 -84%
BCA
236
Berman Capital Advisors
Georgia
$3K – – –
GT
237
Glenmede Trust
Pennsylvania
$3K – – –
OAM
238
Oppenheimer Asset Management
New York
$3K – – –
CAW
239
Cornerstone Advisors (Washington)
Washington
$2K – – –
EARNEST Partners
240
EARNEST Partners
Georgia
$2K – – –
EFSCE
241
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
PCG
242
Private Capital Group
Connecticut
$2K +$325 +24 +33%
WAS
243
Winch Advisory Services
Wisconsin
$2K +$1.57K +116 New
SPIA
244
Steward Partners Investment Advisory
New York
$2K +$2.82K +208 New
AIM
245
Advantage Investment Management
Iowa
$1K -$1.52K -112 -68%
LPWM
246
Lake Point Wealth Management
Texas
$1K – – –
PA
247
Parallel Advisors
California
$1K – – –
TFO
248
Tarbox Family Office
California
$1K +$1.3K +96 New
ABI
249
Abrams Bison Investments
Maryland
– -$11.9M -919,596 Closed
Nordea Investment Management
250
Nordea Investment Management
Sweden
– -$9.75M -751,560 Closed