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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
501
Cerity Partners
New York
$784K +$356K +5,655 +99%
ATPW
502
Ashton Thomas Private Wealth
Arizona
$780K +$174K +2,760 +32%
CFSG
503
Clark Financial Services Group
Missouri
$779K +$105K +1,663 +17%
KRSITF
504
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$777K -$58.5K -930 -8%
Bessemer Group
505
Bessemer Group
New Jersey
$750K +$17.3K +275 +3%
Fayez Sarofim & Co
506
Fayez Sarofim & Co
Texas
$739K +$21.5K +341 +3%
AWM
507
Axxcess Wealth Management
California
$738K +$175K +2,774 +35%
CIA
508
Concurrent Investment Advisors
Florida
$738K -$248K -3,941 -27%
SIM
509
Studio Investment Management
Illinois
$725K -$49.7K -790 -7%
MCC
510
Malaga Cove Capital
California
$720K -$57.3K -910 -8%
MIM
511
Morningstar Investment Management
Illinois
$719K +$657K +10,449 New
GCM
512
Graham Capital Management
Connecticut
$716K +$55.7K +885 +9%
IG
513
ING Group
Netherlands
$712K +$651K +10,353 New
LAM
514
LECAP Asset Management
United Kingdom
$712K +$651K +10,347 New
IP
515
Interval Partners
New York
$711K -$2.67M -42,410 -80%
PA
516
PFG Advisors
Arizona
$710K +$649K +10,323 New
PFA
517
Petra Financial Advisors
Colorado
$703K +$10.5K +167 +2%
CA
518
Crewe Advisors
Utah
$701K
MLM
519
Mount Lucas Management
Pennsylvania
$693K -$48.2K -766 -7%
BMSSC
520
B. Metzler seel. Sohn & Co
Germany
$685K
JIC
521
Joel Isaacson & Co
New York
$684K +$755 +12 +0.1%
RCM
522
Raleigh Capital Management
North Carolina
$683K -$143K -2,273 -19%
EC
523
EntryPoint Capital
New York
$683K +$624K +9,924 New
Schroder Investment Management Group
524
Schroder Investment Management Group
United Kingdom
$681K +$357K +5,667 +134%
WPW
525
Warther Private Wealth
Ohio
$676K -$422K -6,700 -41%