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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
SEC
401
Seven Eight Capital
New York
$246K +$240K +8,032 New
CSI
402
Cross Staff Investments
New York
$245K
1WA
403
180 Wealth Advisors
Washington
$243K -$239 -8 -0.1%
SWM
404
Spire Wealth Management
Virginia
$235K +$193K +6,476 +545%
LG
405
Leuthold Group
Minnesota
$234K +$228K +7,644 New
AAM
406
Aureus Asset Management
Massachusetts
$234K
Cerity Partners
407
Cerity Partners
New York
$234K -$50.1K -1,680 -18%
FCBT
408
First Citizens Bank & Trust
North Carolina
$233K +$227K +7,600 New
CG
409
Caprock Group
Idaho
$231K +$225K +7,548 New
CCA
410
Cottonwood Capital Advisors
Utah
$230K -$177K -5,928 -45%
BFM
411
Boston Financial Management
Massachusetts
$227K
FLC
412
Fifth Lane Capital
Texas
$226K +$220K +7,372 New
HGA
413
Hobbs Group Advisors
South Carolina
$223K +$217K +7,280 New
IWM
414
IHT Wealth Management
Illinois
$222K -$12.8K -428 -6%
AA
415
Axiom Advisory
California
$221K +$221K +7,400 New
ACM
416
Aquatic Capital Management
Illinois
$221K -$191K -6,400 -47%
APP
417
Avantax Planning Partners
Iowa
$220K -$1.79K -60 -0.8%
PWS
418
Precision Wealth Strategies
Missouri
$219K -$476K -15,956 -69%
QCM
419
Quantinno Capital Management
New York
$213K +$207K +6,948 New
LI
420
LRI Investments
Florida
$209K +$204K +6,836 New
MHC
421
Meyer Handelman Company
New York
$208K +$203K +6,800 New
NG
422
Norden Group
Utah
$207K -$486K -16,284 -71%
SI
423
Seeds Investor
New York
$207K +$202K +6,756 New
FHA
424
Flagship Harbor Advisors
Massachusetts
$205K +$199K +6,680 New
MFAM
425
Motley Fool Asset Management
Virginia
$203K +$191K +6,400 New