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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
526
Fisher Asset Management
Washington
$249K +$237K +5,632 New
IWC
527
Integrated Wealth Concepts
Massachusetts
$249K +$237K +5,628 New
AWS
528
Atria Wealth Solutions
New York
$248K +$237K +5,620 New
GS
529
GTS Securities
Florida
$245K +$233K +5,544 New
EWM
530
Empirical Wealth Management
Washington
$244K +$233K +5,528 New
BFG
531
Bleakley Financial Group
New Jersey
$244K +$232K +5,516 New
LFP
532
Leeward Financial Partners
Washington
$242K -$48.7K -1,156 -17%
BCI
533
Brinker Capital Investments
Pennsylvania
$242K +$230K +5,472 New
OPS
534
Orion Portfolio Solutions
Nebraska
$242K +$230K +5,472 New
Macquarie Group
535
Macquarie Group
Australia
$239K +$220K +5,232 +97%
WPC
536
Wedmont Private Capital
Pennsylvania
$237K +$216K +5,124 New
KWM
537
Kolinsky Wealth Management
New Jersey
$236K +$225K +5,348 New
PPWP
538
Premier Path Wealth Partners
New Jersey
$236K +$225K +5,340 New
VCP
539
Verus Capital Partners
Arizona
$235K +$224K +5,320 New
NRG
540
Nemes Rush Group
Michigan
$233K +$160K +3,808 +259%
RGF
541
Retirement Guys Formula
Ohio
$232K +$221K +5,256 New
MCWA
542
Meadow Creek Wealth Advisors
Georgia
$232K +$221K +5,244 New
UCFA
543
United Capital Financial Advisors
Texas
$225K +$215K +5,104 New
SIM
544
Stratos Investment Management
Ohio
$225K +$215K +5,100 New
MPPLM
545
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$223K +$213K +5,060 New
I
546
InceptionR
California
$222K +$212K +5,028 New
EDRH
547
Edmond de Rothschild Holding
Switzerland
$221K -$188K -4,456 -47%
1C
548
111 Capital
France
$221K +$211K +5,004 New
VFA
549
Voya Financial Advisors
Connecticut
$219K +$206K +4,904 New
IFG
550
Independent Financial Group
California
$219K -$268K -6,360 -56%