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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
LI
501
LRI Investments
Florida
$291K
SI
502
Seeds Investor
New York
$291K +$28.8K +684 +12%
AF
503
Allworth Financial
California
$289K -$19.5K -464 -8%
AFG
504
ABLE Financial Group
Arizona
$286K -$99.7K -2,368 -27%
MFAM
505
Motley Fool Asset Management
Virginia
$283K +$18.7K +444 +7%
CFSG
506
Clark Financial Services Group
Missouri
$282K +$268K +6,376 New
WMA
507
West Michigan Advisors
Michigan
$282K +$269K +6,384 New
SLAM
508
Swiss Life Asset Management
$279K +$266K +6,324 New
FT
509
Fiduciary Trust
Massachusetts
$276K +$264K +6,260 New
SWP
510
Sagespring Wealth Partners
Tennessee
$276K +$263K +6,252 New
Cerity Partners
511
Cerity Partners
New York
$275K -$198K -4,700 -39%
NG
512
Norden Group
Utah
$274K -$24.4K -580 -9%
FCP
513
Fidelis Capital Partners
Florida
$272K +$205K +4,860 New
LBWM
514
Left Brain Wealth Management
Illinois
$271K +$258K +6,132 New
OC
515
Oppenheimer & Co
New York
$267K -$22.7K -540 -8%
BBA
516
Baader Bank Aktiengesellschaft
Germany
$265K -$250K -5,940 -50%
Nisa Investment Advisors
517
Nisa Investment Advisors
Missouri
$261K +$32.8K +780 +15%
IAA
518
Independent Advisor Alliance
North Carolina
$261K +$249K +5,908 New
FCH
519
Freestone Capital Holdings
Washington
$261K
SF
520
Summit Financial
New Jersey
$257K +$245K +5,816 New
BP
521
Ballentine Partners
Massachusetts
$256K +$244K +5,796 New
IWM
522
IHT Wealth Management
Illinois
$255K -$62.5K -1,484 -20%
CCM
523
Coldstream Capital Management
Washington
$254K -$7.41K -176 -3%
DnB Asset Management
524
DnB Asset Management
Norway
$250K +$238K +5,664 New
VVP
525
Venture Visionary Partners
Ohio
$250K +$238K +5,656 New