We are live on ! Find out more
IBKR icon

Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
351
Venturi Wealth Management
Texas
$408K +$366K +12,260 +1,170%
RWM
352
Revisor Wealth Management
Ohio
$406K -$299K -10,032 -43%
FHB
353
First Hawaiian Bank
Hawaii
$398K -$19.6K -656 -5%
AA
354
ALPS Advisors
Colorado
$394K -$2.15K -72 -0.6%
FFG
355
Fiduciary Financial Group
California
$392K +$378K +12,668 New
BAM
356
Boyar Asset Management
New York
$387K
CIBC Asset Management
357
CIBC Asset Management
Ontario, Canada
$374K +$17.4K +584 +5%
PAG
358
Private Advisor Group
New Jersey
$373K +$24.1K +808 +7%
PA
359
Profund Advisors
Maryland
$364K -$94.9K -3,180 -21%
QCG
360
Quadrant Capital Group
Ohio
$363K +$69.7K +2,336 +25%
FB
361
Fulton Bank
Pennsylvania
$360K +$102K +3,412 +41%
FIM
362
Freedom Investment Management
Connecticut
$356K -$88.7K -2,972 -20%
GM
363
GeoWealth Management
Illinois
$354K +$39.6K +1,328 +13%
MA
364
MJP Associates
Connecticut
$353K +$22.4K +752 +7%
NRD
365
Nebula Research & Development
New York
$351K +$341K +11,440 New
GI
366
GAMCO Investors
Connecticut
$349K
WA
367
Wealth Alliance
New York
$349K -$45.8K -1,536 -12%
EWA
368
EverSource Wealth Advisors
Alabama
$342K -$23.3K -780 -6%
AAM
369
Advisors Asset Management
Colorado
$342K +$127K +4,268 +62%
LSA
370
Leonteq Securities AG
Switzerland
$340K +$33.3K +1,116 +11%
HH
371
Hilltop Holdings
Texas
$336K +$328K +10,976 New
SCA
372
Snowden Capital Advisors
New York
$336K -$21.6K -724 -6%
MYAM
373
Meiji Yasuda Asset Management
Japan
$331K -$5.13K -172 -2%
SFG
374
Synergy Financial Group
California
$328K
FTDI
375
First Trust Direct Indexing
Massachusetts
$328K +$319K +10,688 New