We are live on ! Find out more
IBKR icon

Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
526
Focus Partners Advisor Solutions
Missouri
$297K -$26.8K -540 -7%
BMWS
527
Brady Martz Wealth Solutions
North Dakota
$297K – – –
HVP
528
Hudson Value Partners
Florida
$295K +$353K +7,116 New
LG
529
Leuthold Group
Minnesota
$294K -$11.9K -240 -3%
HGA
530
Hobbs Group Advisors
South Carolina
$290K -$22.8K -460 -6%
IA
531
IFP Advisors
Florida
$289K -$91.4K -1,844 -21%
NRG
532
Nemes Rush Group
Michigan
$288K +$83K +1,676 +32%
MHC
533
Meyer Handelman Company
New York
$282K – – –
SCM
534
SKBA Capital Management
California
$281K +$91.4K +1,844 +37%
AF
535
Allworth Financial
California
$278K +$53.1K +1,072 +19%
IAA
536
Independent Advisor Alliance
North Carolina
$276K +$38.1K +768 +13%
SI
537
Seeds Investor
New York
$272K -$198 -4 -0.1%
ECM
538
Evergreen Capital Management
Washington
$272K -$39.4K -796 -11%
IWM
539
IHT Wealth Management
Illinois
$268K +$35.3K +712 +12%
SWP
540
Sagespring Wealth Partners
Tennessee
$266K +$9.12K +184 +3%
EH
541
Equitable Holdings
New York
$266K +$318K +6,420 New
SF
542
Summit Financial
New Jersey
$262K +$26K +524 +9%
AGC
543
Aspen Grove Capital
Colorado
$261K +$312K +6,304 New
SPC
544
Sigma Planning Corp
Michigan
$258K -$39K -788 -11%
CCM
545
Coldstream Capital Management
Washington
$257K +$23.6K +476 +8%
NG
546
Norden Group
Utah
$255K -$2.58K -52 -0.8%
GEM
547
Global Endowment Management
North Carolina
$255K -$368K -7,420 -55%
AAM
548
Aureus Asset Management
Massachusetts
$253K -$74.9K -1,512 -20%
FCH
549
Freestone Capital Holdings
Washington
$250K +$7.13K +144 +2%
BBA
550
Baader Bank Aktiengesellschaft
Germany
$250K +$2.38K +48 +0.8%
20 21
22
23 24