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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
NS
326
NBC Securities
Alabama
$660K -$9.29K -300 -2%
HCA
327
Hyperion Capital Advisors
New York
$657K – – –
KAS
328
Kestra Advisory Services
Texas
$649K -$26K -840 -4%
PAM
329
Panagora Asset Management
Massachusetts
$620K -$43.4K -1,400 -7%
SCM
330
Shelton Capital Management
Colorado
$618K -$15.6K -504 -3%
IPW
331
Impact Partnership Wealth
Georgia
$618K -$25.1K -812 -4%
VWM
332
Venturi Wealth Management
Texas
$610K +$130K +4,200 +32%
RWM
333
Revisor Wealth Management
Ohio
$608K +$130K +4,212 +32%
HWAM
334
Hennion & Walsh Asset Management
New Jersey
$602K -$10.9K -352 -2%
DTL
335
Dynamic Technology Lab
Singapore
$586K +$521K +16,832 New
BRWA
336
B. Riley Wealth Advisors
Florida
$580K -$6.81K -220 -1%
SCM
337
Sterling Capital Management
North Carolina
$562K +$500K +16,140 New
HWM
338
Hohimer Wealth Management
Washington
$558K +$19.4K +628 +4%
OAC
339
OMERS Administration Corp
Ontario, Canada
$530K +$471K +15,200 New
RWPA
340
Richard W. Paul & Associates
Michigan
$527K -$6.94K -224 -1%
AAM
341
Advisors Asset Management
Colorado
$522K +$119K +3,828 +34%
FC
342
FORA Capital
Florida
$521K -$1.64M -52,852 -78%
TSS
343
Two Sigma Securities
New York
$520K -$132K -4,276 -22%
DIM
344
Delta Investment Management
California
$516K +$458K +14,800 New
SW
345
SteelPeak Wealth
California
$513K +$42.4K +1,368 +10%
CP
346
CenterBook Partners
Connecticut
$508K -$2.35M -75,824 -84%
MP
347
Munro Partners
Australia
$504K +$448K +14,460 New
FTWA
348
Fifth Third Wealth Advisors
Ohio
$503K +$7.06K +228 +2%
IAN
349
Integrated Advisors Network
Texas
$497K +$441K +14,256 New
GAM
350
Griffin Asset Management
New York
$496K – – –
12 13
14
15 16