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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
601
Aureus Asset Management
Massachusetts
$421K
GAM
602
Grandview Asset Management
Pennsylvania
$416K +$381K +6,049 New
CCM
603
Coldstream Capital Management
Washington
$413K -$818 -13 -0.2%
WJWM
604
Williams Jones Wealth Management
New York
$413K
IAA
605
Independent Advisor Alliance
North Carolina
$412K -$45.2K -718 -11%
TE
606
Tema ETFs
New York
$412K +$376K +5,981 New
SFI
607
Siemens Fonds Invest
Germany
$411K -$3.77K -60 -1%
DekaBank Deutsche Girozentrale
608
DekaBank Deutsche Girozentrale
Germany
$410K
VC
609
Vicus Capital
Pennsylvania
$409K +$374K +5,942 New
FCH
610
Freestone Capital Holdings
Washington
$400K -$32K -508 -8%
SI
611
Stephens Inc
Arkansas
$398K -$21K -334 -5%
SGAM
612
Smith Group Asset Management
Texas
$387K +$354K +5,621 New
PPWP
613
Premier Path Wealth Partners
New Jersey
$385K +$15.7K +250 +5%
IAN
614
Integrated Advisors Network
Texas
$379K -$13.8K -219 -4%
NERM
615
New England Research & Management
Illinois
$378K +$346K +5,500 New
CC
616
Commons Capital
Massachusetts
$370K +$1.7K +27 +0.5%
HFM
617
Harvest Fund Management
China
$366K +$329K +5,232 +5,687%
QI
618
Qtron Investments
Massachusetts
$364K +$333K +5,289 New
CWM
619
Chemistry Wealth Management
New York
$364K
SIM
620
Stratos Investment Management
Ohio
$364K
SPC
621
Spirepoint Private Client
Florida
$362K +$331K +5,255 New
HIIFS
622
Harel Insurance Investments & Financial Services
Israel
$357K
MPPLM
623
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$354K -$14.5K -231 -4%
GVAG
624
Great Valley Advisor Group
Delaware
$353K +$20.1K +320 +7%
RSWA
625
Robinson Smith Wealth Advisors
Maine
$345K -$6.61K -105 -2%