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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
551
Colonial Trust
South Carolina
$5.49K +$4.95K +160 New
FMII
552
Farmers & Merchants Investments Inc
Nebraska
$5.43K – – –
ADL
553
Asset Dedication LLC
California
$4.32K +$2.73K +88 +244%
AA
554
Ancora Advisors
Ohio
$4.18K – – –
CSC
555
Caldwell Sutter Capital
California
$4.18K – – –
LFA
556
LGT Financial Advisors
Texas
$4.18K – – –
HI
557
Horizon Investments
North Carolina
$4.04K +$1.11K +36 +45%
AWM
558
Abound Wealth Management
Tennessee
$3.9K – – –
CA
559
CoreCap Advisors
Michigan
$3.9K +$495 +16 +17%
WB
560
Webster Bank
Connecticut
$3.62K – – –
ME
561
McIlrath & Eck
Washington
$3.48K +$3.1K +100 New
VWA
562
Valued Wealth Advisors
Utah
$3.35K – – –
RS
563
Rakuten Securities
Japan
$3.35K +$2.73K +88 +1,100%
BCMLT
564
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.35K +$2.97K +96 New
JWA
565
JFS Wealth Advisors
Pennsylvania
$2.99K +$124 +4 +5%
BIG
566
Brooklyn Investment Group
New York
$2.37K +$2.11K +68 New
BIA
567
Bell Investment Advisors
California
$2.23K – – –
CPA
568
Capital Performance Advisors
California
$2.23K +$1.98K +64 New
CFB
569
Cullen/Frost Bankers
Texas
$2.23K +$1.98K +64 New
MA
570
Montag & Associates
Georgia
$2.11K – – –
CAL
571
Capital Advisors Ltd
Ohio
$2K -$124 -4 -8%
TCG
572
Transcendent Capital Group
Oklahoma
$1.81K – – –
SC
573
SouthState Corp
Florida
$1.53K +$1.36K +44 New
MIFH
574
Migdal Insurance & Financial Holdings
Israel
$1K -$20.7K -668 -98%
FMP
575
Financial Management Professionals
Texas
$1K – – –
21 22
23
24 25