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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
KLCM
401
KG&L Capital Management
Louisiana
$330K +$293K +9,460 New
BCWM
402
Bartlett & Co Wealth Management
Ohio
$329K
GM
403
GeoWealth Management
Illinois
$326K -$67.8K -2,188 -19%
CIA
404
Concurrent Investment Advisors
Florida
$325K -$14.6K -472 -5%
CIBC World Market
405
CIBC World Market
Ontario, Canada
$325K +$289K +9,328 New
TWM
406
Thrive Wealth Management
Pennsylvania
$323K -$1.61K -52 -0.6%
SWM
407
Spire Wealth Management
Virginia
$322K +$48.7K +1,572 +21%
AFG
408
ABLE Financial Group
Arizona
$308K +$274K +8,848 New
ACH
409
ArrowMark Colorado Holdings
Colorado
$307K
CA
410
Clearstead Advisors
Ohio
$305K -$5.95K -192 -2%
Koshinski Asset Management
411
Koshinski Asset Management
Illinois
$303K +$7.18K +232 +3%
KeyBank National Association
412
KeyBank National Association
Ohio
$297K -$26.1K -844 -9%
LCM
413
Landscape Capital Management
New Jersey
$296K -$988K -31,892 -79%
LI
414
LRI Investments
Florida
$293K -$7.8K -252 -4%
PP
415
Prudential plc
United Kingdom
$293K -$26K -840 -9%
SI
416
Stephens Inc
Arkansas
$288K -$3.09M -99,720 -92%
CG
417
Caprock Group
Idaho
$281K +$15.7K +508 +7%
FCBT
418
First Citizens Bank & Trust
North Carolina
$280K +$13.3K +428 +6%
CSI
419
Cross Staff Investments
New York
$279K
1WA
420
180 Wealth Advisors
Washington
$278K -$1.61K -52 -0.6%
O
421
Ossiam
France
$274K +$244K +7,876 New
HH
422
Hilltop Holdings
Texas
$273K -$97.1K -3,136 -29%
BFM
423
Boston Financial Management
Massachusetts
$272K +$12.4K +400 +5%
FHA
424
Flagship Harbor Advisors
Massachusetts
$271K +$34.3K +1,108 +17%
AAM
425
Aureus Asset Management
Massachusetts
$266K