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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
376
Baker Avenue Asset Management
California
$2.53K +$2.62K +140 New
EARNEST Partners
377
EARNEST Partners
Georgia
$2.39K
AWM
378
Accurate Wealth Management
Florida
$2.28K +$2.24K +120 New
PWMG
379
Prestige Wealth Management Group
New Jersey
$1.59K +$1.2K +64 +267%
JWA
380
JFS Wealth Advisors
Pennsylvania
$1.55K -$38K -2,032 -96%
AF
381
Advisornet Financial
Minnesota
$1.52K +$448 +24 +40%
RBC
382
Romano Brothers & Co
Illinois
$1.23K +$1.27K +68 New
BIA
383
Bell Investment Advisors
California
$1.16K +$523 +28 +78%
TFA
384
Toth Financial Advisory
Virginia
$1.08K
CAL
385
Capital Advisors Ltd
Ohio
$1K -$1.05K -56 -61%
AW
386
Avion Wealth
Texas
$1K
APF
387
Alaska Permanent Fund
Alaska
$1K +$747 +40 New
BWM
388
BerganKDV Wealth Management
Minnesota
$944
TCWA
389
Ten Capital Wealth Advisors
Washington
$868 +$897 +48 New
SC
390
Schubert & Co
Texas
$724 -$224 -12 -23%
SIC
391
SJS Investment Consulting
Ohio
$506 +$299 +16 +133%
SWA
392
Sutton Wealth Advisors
Florida
$434 +$149 +8 +50%
HNB
393
Huntington National Bank
Ohio
$434 +$448 +24 New
DI
394
Disciplined Investments
Oklahoma
$362 -$75 -4 -17%
VCM
395
Versant Capital Management
Arizona
$362
FFA
396
Farther Finance Advisors
California
$217 +$224 +12 New
GWS
397
Glassman Wealth Services
Virginia
$145 +$149 +8 New
TWA
398
TCI Wealth Advisors
Arizona
$72 -$75 -4 -50%
HWM
399
HighMark Wealth Management
Minnesota
$29
LIP
400
Liontrust Investment Partners
United Kingdom
-$8.83M -552,804 Closed