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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
426
Warther Private Wealth
Ohio
$915K -$11.7M -247,300 -94%
SCM
427
Shelton Capital Management
Colorado
$900K -$9.16K -193 -1%
BAM
428
Blueshift Asset Management
New Jersey
$900K +$771K +16,248 New
Cambridge Investment Research Advisors
429
Cambridge Investment Research Advisors
Iowa
$887K +$165K +3,477 +28%
BRWA
430
B. Riley Wealth Advisors
Florida
$874K +$749K +15,780 New
EA
431
Everpar Advisors
Oklahoma
$864K -$152K -3,200 -17%
BP
432
Ballentine Partners
Massachusetts
$845K +$723K +15,244 New
AO
433
Advisor OS
Illinois
$829K -$151K -3,189 -18%
CIA
434
Concurrent Investment Advisors
Florida
$813K -$488K -10,276 -41%
FTWA
435
Fifth Third Wealth Advisors
Ohio
$810K +$1.9K +40 +0.3%
Rockefeller Capital Management
436
Rockefeller Capital Management
New York
$808K +$691K +14,573 New
DIM
437
Delta Investment Management
California
$807K -$84.6K -1,784 -11%
Brown Advisory
438
Brown Advisory
Maryland
$803K +$13.3K +281 +2%
FFA
439
Florida Financial Advisors
Florida
$802K +$178K +3,755 +35%
IMC Chicago
440
IMC Chicago
Illinois
$787K +$674K +14,212 New
NS
441
NBC Securities
Alabama
$784K +$32.5K +684 +5%
CCA
442
Cottonwood Capital Advisors
Utah
$775K -$8.06K -170 -1%
VWM
443
Venturi Wealth Management
Texas
$771K -$114K -2,397 -15%
KIM
444
Kestra Investment Management
Texas
$763K +$375K +7,905 +135%
GRP
445
Global Retirement Partners
California
$761K +$651K +13,732 New
CIBC Asset Management
446
CIBC Asset Management
Ontario, Canada
$759K
QC
447
Quantessence Capital
New York
$757K +$648K +13,666 New
PI
448
PFG Investments
New York
$752K +$15.2K +320 +2%
FAM
449
Formidable Asset Management
Ohio
$736K -$347K -7,308 -35%
Lazard Asset Management
450
Lazard Asset Management
New York
$725K +$620K +13,061 +46,646%