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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
226
Geneos Wealth Management
Colorado
$12K
CIA
227
CSat Investment Advisory
Michigan
$10K -$4.6K -440 -32%
QCG
228
Quadrant Capital Group
Ohio
$8K -$5.27K -504 -41%
SF
229
Synovus Financial
Georgia
$8K -$2.51K -240 -24%
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$7K
FHA
231
Flagship Harbor Advisors
Massachusetts
$6K
SL
232
Savior LLC
Massachusetts
$6K
CAN
233
Cetera Advisor Networks
California
$6K +$6.06K +580 New
KPW
234
Kore Private Wealth
New York
$5K +$5.1K +488 New
AF
235
Advisornet Financial
Minnesota
$4K
OSAM
236
O'Shaughnessy Asset Management
Connecticut
$3K +$3.14K +300 New
HWM
237
HighMark Wealth Management
Minnesota
$2K
SPIA
238
Steward Partners Investment Advisory
New York
$2K +$42 +4 +2%
MAM
239
Meeder Asset Management
Ohio
$2K +$1.59K +152 New
OPS
240
Orion Portfolio Solutions
Nebraska
$2K +$1.59K +152 New
CCA
241
Column Capital Advisors
Indiana
$2K +$2.76K +264 New
APA
242
American Portfolios Advisors
New York
$1.42K
BCA
243
Berman Capital Advisors
Georgia
$1K -$544 -52 -20%
BWM
244
BerganKDV Wealth Management
Minnesota
$1K
EARNEST Partners
245
EARNEST Partners
Georgia
$1K
VFA
246
Valeo Financial Advisors
Indiana
$1K +$544 +52 New
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$1K +$669 +64 +533%
CI
248
CX Institutional
Indiana
$1K +$878 +84 New
EA
249
Echinus Advisors
New York
-$104M -9,646,100 Closed
KCM
250
Kingstown Capital Management
New York
-$43.2M -4,000,000 Closed