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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
LNWTC
601
Laird Norton Wetherby Trust Company
Washington
$490K +$510K +7,617 New
CAM
602
Costello Asset Management
Pennsylvania
$485K +$65.6K +980 +15%
STA
603
Summit Trail Advisors
New York
$482K +$77K +1,150 +18%
SFG
604
Synergy Financial Group
California
$477K -$39.7K -593 -7%
NAM
605
NorthCrest Asset Manangement
Minnesota
$477K +$446K +6,658 New
SFI
606
Siemens Fonds Invest
Germany
$471K +$84.5K +1,263 +21%
FRM
607
Fox Run Management
Connecticut
$465K +$484K +7,236 New
RWPA
608
Richard W. Paul & Associates
Michigan
$465K -$37.5K -560 -7%
AA
609
ALPS Advisors
Colorado
$464K +$4.02K +60 +0.8%
JSW
610
Journey Strategic Wealth
New Jersey
$462K -$28.8K -430 -6%
BMWS
611
Brady Martz Wealth Solutions
North Dakota
$461K
SFA
612
Sequoia Financial Advisors
Ohio
$461K +$237K +3,544 +98%
MFAM
613
Motley Fool Asset Management
Virginia
$458K -$8.3K -124 -2%
CIS
614
Custom Index Systems
New York
$458K -$311K -4,640 -39%
LG
615
Leuthold Group
Minnesota
$457K +$669 +10 +0.1%
EC
616
EntryPoint Capital
New York
$457K -$188K -2,815 -28%
AF
617
Allworth Financial
California
$456K -$18.7K -279 -4%
QI
618
Qtron Investments
Massachusetts
$453K +$117K +1,752 +33%
BONST
619
Bank of Nova Scotia Trust
Ontario, Canada
$450K +$468K +6,996 New
TCM
620
TruNorth Capital Management
Michigan
$448K +$402K +6,004 +625%
AWA
621
Alta Wealth Advisors
Massachusetts
$447K -$2.61K -39 -0.6%
AWM
622
Axxcess Wealth Management
California
$447K -$253K -3,773 -35%
Balyasny Asset Management
623
Balyasny Asset Management
Illinois
$442K +$460K +6,877 New
SCM
624
SKBA Capital Management
California
$442K -$1.34K -20 -0.3%
WFA
625
Wellspring Financial Advisors
Ohio
$441K +$459K +6,856 New