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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
576
Premier Path Wealth Partners
New Jersey
$296K
TC
577
TwinBeech Capital
New York
$296K -$2.22M -46,865 -90%
IA
578
IFP Advisors
Florida
$293K -$98.2K -2,070 -30%
CWM
579
Chemistry Wealth Management
New York
$293K +$251K +5,288 New
SIM
580
Stratos Investment Management
Ohio
$293K +$2.09K +44 +0.8%
MGP
581
Metis Global Partners
California
$290K -$118K -2,486 -32%
HIIFS
582
Harel Insurance Investments & Financial Services
Israel
$288K +$247K +5,200 New
UCFA
583
United Capital Financial Advisors
Texas
$288K +$7.02K +148 +3%
FCP
584
Fidelis Capital Partners
Florida
$287K -$14.5K -306 -6%
Nisa Investment Advisors
585
Nisa Investment Advisors
Missouri
$286K -$16.1K -340 -6%
CAM
586
Costello Asset Management
Pennsylvania
$285K +$244K +5,152 New
LFG
587
Larson Financial Group
Missouri
$284K +$231K +4,863 +1,842%
RSWA
588
Robinson Smith Wealth Advisors
Maine
$283K +$243K +5,116 New
CL
589
Choreo LLC
Illinois
$279K +$229K +4,830 New
EDRH
590
Edmond de Rothschild Holding
Switzerland
$277K
AG
591
Algert Global
California
$271K
BAM
592
Boyar Asset Management
New York
$271K +$232K +4,884 New
AWM
593
Apollon Wealth Management
South Carolina
$268K +$229K +4,828 New
AWM
594
Ameliora Wealth Management
Switzerland
$267K +$83.9K +1,768 +58%
GVAG
595
Great Valley Advisor Group
Delaware
$267K +$228K +4,808 New
GM
596
GeoWealth Management
Illinois
$267K -$13.1K -276 -5%
MIH
597
Meitav Investment House
Israel
$266K +$228K +4,800 New
HR
598
Howe & Rusling
New York
$265K +$227K +4,776 New
LFP
599
Leeward Financial Partners
Washington
$264K -$34.3K -723 -13%
CC
600
Cornerstone Capital
California
$260K +$223K +4,700 New