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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
601
Cambria Investment Management
California
$566K +$603K +8,441 New
TWM
602
Thrive Wealth Management
Pennsylvania
$566K -$48.5K -680 -7%
PP
603
Prudential plc
United Kingdom
$564K – – –
PFG
604
Putney Financial Group
California
$563K -$3.57K -50 -0.6%
GIA
605
Gateway Investment Advisers
Ohio
$549K +$168K +2,351 +40%
TE
606
Tema ETFs
New York
$549K +$158K +2,215 +37%
BCV
607
Banque Cantonale Vaudoise
Switzerland
$548K +$583K +8,164 New
DS
608
DRW Securities
Illinois
$547K -$16.2K -227 -3%
SI
609
Severin Investments
Missouri
$547K -$5.21K -73 -0.9%
BCM
610
Bannerstone Capital Management
Minnesota
$544K +$29.6K +414 +5%
VWM
611
Venturi Wealth Management
Texas
$543K -$159K -2,222 -22%
WA
612
Wealth Alliance
New York
$542K +$29.6K +414 +5%
PS
613
Principal Securities
Iowa
$540K +$245K +3,428 +74%
TSW
614
Thompson Siegel & Walmsley
Virginia
$537K -$1.46M -20,500 -72%
MWM
615
Mission Wealth Management
California
$536K -$388K -5,430 -40%
LNWTC
616
Laird Norton Wetherby Trust Company
Washington
$536K +$26.3K +369 +5%
WPC
617
Wedmont Private Capital
Pennsylvania
$534K +$20.8K +291 +4%
AFG
618
ABLE Financial Group
Arizona
$527K +$98.5K +1,380 +21%
HAG
619
HighPoint Advisor Group
Illinois
$526K -$762K -10,672 -58%
GLA
620
Great Lakes Advisors
Illinois
$525K +$1.21K +17 +0.2%
MAM
621
Meeder Asset Management
Ohio
$522K -$764K -10,705 -58%
RCM
622
Raleigh Capital Management
North Carolina
$522K -$65.1K -912 -10%
PA
623
Parallel Advisors
California
$520K +$428K +6,003 +342%
SFI
624
Siemens Fonds Invest
Germany
$517K +$33.1K +464 +6%
HFS
625
Hantz Financial Services
Michigan
$516K +$263K +3,687 +92%
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