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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
576
Kestra Private Wealth Services
Texas
$648K +$689K +9,658 New
SIM
577
Studio Investment Management
Illinois
$644K -$10.6K -148 -2%
PAP
578
Persistent Asset Partners
Hong Kong
$644K +$685K +9,595 New
GH
579
GAM Holding
Switzerland
$642K -$210K -2,946 -24%
CFO
580
Callan Family Office
Pennsylvania
$626K +$13.3K +186 +2%
EWM
581
Empirical Wealth Management
Washington
$626K +$62.8K +880 +10%
RWM
582
Ritholtz Wealth Management
New York
$625K +$41.2K +577 +7%
WIS
583
Wright Investors Service
Connecticut
$625K -$21.2K -297 -3%
MTC
584
Matrix Trust Company
Colorado
$623K +$663K +9,293 New
AWM
585
Ameliora Wealth Management
Switzerland
$621K -$50.2K -703 -7%
MFG
586
Merit Financial Group
Georgia
$620K +$113K +1,581 +21%
VH
587
Visionary Horizons
Tennessee
$619K -$386K -5,410 -37%
HIM
588
Hanlon Investment Management
New Jersey
$601K +$640K +8,967 New
CAM
589
Costello Asset Management
Pennsylvania
$601K +$102K +1,423 +19%
PCM
590
Park Capital Management
Wisconsin
$598K +$357 +5 +0.1%
ACH
591
ArrowMark Colorado Holdings
Colorado
$590K
HFO
592
Heritage Family Offices
Arizona
$590K -$151K -2,115 -19%
VT
593
Volterra Technologies
New York
$587K +$624K +8,746 New
MWM
594
Maridea Wealth Management
New York
$586K +$220K +3,083 +55%
CIAM
595
Caitong International Asset Management
Hong Kong
$579K +$615K +8,618 +95,756%
WCM Investment Management
596
WCM Investment Management
California
$571K +$358K +5,022 +128%
HA
597
Heartland Advisors
Wisconsin
$570K -$9.92K -139 -2%
FFA
598
Fragasso Financial Advisors
Pennsylvania
$569K -$1.03M -14,431 -63%
BBHC
599
Brown Brothers Harriman & Co
New York
$569K +$333K +4,666 +122%
IAIM
600
International Assets Investment Management
Florida
$569K -$219K -3,067 -27%