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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
Parallax Volatility Advisers
526
Parallax Volatility Advisers
California
$298K +$357K +7,208 New
Focus Partners Advisor Solutions
527
Focus Partners Advisor Solutions
Missouri
$297K -$26.8K -540 -7%
BMWS
528
Brady Martz Wealth Solutions
North Dakota
$297K – – –
HVP
529
Hudson Value Partners
Florida
$295K +$353K +7,116 New
LG
530
Leuthold Group
Minnesota
$294K -$11.9K -240 -3%
HGA
531
Hobbs Group Advisors
South Carolina
$290K -$22.8K -460 -6%
IFP Advisors
532
IFP Advisors
Florida
$289K -$91.4K -1,844 -21%
NRG
533
Nemes Rush Group
Michigan
$288K +$83K +1,676 +32%
Meyer Handelman Company
534
Meyer Handelman Company
New York
$282K – – –
SCM
535
SKBA Capital Management
California
$281K +$91.4K +1,844 +37%
Allworth Financial
536
Allworth Financial
California
$278K +$53.1K +1,072 +19%
Independent Advisor Alliance
537
Independent Advisor Alliance
North Carolina
$276K +$38.1K +768 +13%
SI
538
Seeds Investor
New York
$272K -$198 -4 -0.1%
Evergreen Capital Management
539
Evergreen Capital Management
Washington
$272K -$39.4K -796 -11%
IHT Wealth Management
540
IHT Wealth Management
Illinois
$268K +$35.3K +712 +12%
Sagespring Wealth Partners
541
Sagespring Wealth Partners
Tennessee
$266K +$9.12K +184 +3%
Equitable Holdings
542
Equitable Holdings
New York
$266K +$318K +6,420 New
Summit Financial
543
Summit Financial
New Jersey
$262K +$26K +524 +9%
AGC
544
Aspen Grove Capital
Colorado
$261K +$312K +6,304 New
Sigma Planning Corp
545
Sigma Planning Corp
Michigan
$258K -$39K -788 -11%
Coldstream Capital Management
546
Coldstream Capital Management
Washington
$257K +$23.6K +476 +8%
NG
547
Norden Group
Utah
$255K -$2.58K -52 -0.8%
GEM
548
Global Endowment Management
North Carolina
$255K -$368K -7,420 -55%
AAM
549
Aureus Asset Management
Massachusetts
$253K -$74.9K -1,512 -20%
Freestone Capital Holdings
550
Freestone Capital Holdings
Washington
$250K +$7.13K +144 +2%