We are live on ! Find out more
IBKR icon

Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
601
Global Retirement Partners
California
$872K +$834K +10,018 New
AIS
602
American Investment Services
Massachusetts
$870K – – –
JIC
603
Joel Isaacson & Co
New York
$869K +$749 +9 +0.1%
PIP
604
Philadelphia Investment Partners
New Jersey
$858K -$29.2K -351 -3%
William Blair & Company
605
William Blair & Company
Illinois
$858K +$450K +5,404 +121%
LHWM
606
Lake Hills Wealth Management
Texas
$856K +$818K +9,832 New
AWM
607
Apollon Wealth Management
South Carolina
$854K +$297K +3,574 +57%
AIM
608
Advyzon Investment Management
Illinois
$850K +$450K +5,405 +124%
KeyBank National Association
609
KeyBank National Association
Ohio
$850K +$465K +5,592 +134%
CPBTD
610
Central Pacific Bank - Trust Division
Hawaii
$849K +$812K +9,755 New
BHCM
611
Brevan Howard Capital Management
Jersey
$845K -$8.68M -104,233 -91%
RS
612
R Squared
Hong Kong
$841K +$804K +9,662 New
GH
613
GAM Holding
Switzerland
$834K – – –
WCM Investment Management
614
WCM Investment Management
California
$824K +$31.8K +382 +4%
ATS
615
Ashton Thomas Securities
New York
$821K +$291K +3,496 +67%
AWM
616
Ameliora Wealth Management
Switzerland
$814K +$8.32K +100 +1%
MCC
617
Malaga Cove Capital
California
$810K -$81.2K -976 -9%
BWM
618
Bullock Wealth Management
Indiana
$809K +$282K +3,393 +64%
EWM
619
Empirical Wealth Management
Washington
$809K -$3.66K -44 -0.5%
MTC
620
Matrix Trust Company
Colorado
$805K -$4.08K -49 -0.5%
PCM
621
Park Capital Management
Wisconsin
$803K +$25.8K +310 +3%
CAM
622
Costello Asset Management
Pennsylvania
$802K +$21.6K +260 +3%
MFG
623
Merit Financial Group
Georgia
$790K -$13.7K -165 -2%
SIM
624
Studio Investment Management
Illinois
$789K -$45.2K -543 -6%
TE
625
Tema ETFs
New York
$788K +$72.4K +870 +11%