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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
626
Fiduciary Trust
Massachusetts
$775K -$81.3K -977 -10%
MWM
627
Mission Wealth Management
California
$771K +$72.2K +868 +11%
OC
628
Oppenheimer & Co
New York
$769K -$2.13M -25,557 -74%
FAM
629
Formidable Asset Management
Ohio
$768K -$333K -4,000 -31%
SI
630
Severin Investments
Missouri
$767K +$54.7K +657 +8%
ACH
631
ArrowMark Colorado Holdings
Colorado
$766K – – –
WPC
632
Wedmont Private Capital
Pennsylvania
$764K +$61.2K +735 +10%
HCS
633
Himension Capital (Singapore)
Singapore
$762K -$228K -2,738 -24%
BWM
634
BAM Wealth Management
Colorado
$758K -$231K -2,777 -24%
IAIM
635
International Assets Investment Management
Florida
$757K -$21.8K -262 -3%
HIM
636
Hanlon Investment Management
New Jersey
$754K -$25.8K -310 -3%
SAM
637
Silphium Asset Management
United Kingdom
$733K +$72.4K +870 +12%
BCWM
638
Bartlett & Co Wealth Management
Ohio
$725K +$5.83K +70 +0.8%
CIM
639
Cambria Investment Management
California
$721K -$13.6K -163 -2%
PFG
640
Putney Financial Group
California
$716K -$13.3K -160 -2%
AWCI
641
Alpine Woods Capital Investors
New York
$716K +$685K +8,227 New
BCM
642
Bannerstone Capital Management
Minnesota
$707K +$166 +2 +0%
LNWTC
643
Laird Norton Wetherby Trust Company
Washington
$698K +$3.08K +37 +0.5%
VWM
644
Venturi Wealth Management
Texas
$698K -$5.74K -69 -0.9%
RGC
645
Roberts, Glore & Co
Illinois
$696K +$666K +7,997 New
TSW
646
Thompson Siegel & Walmsley
Virginia
$696K – – –
FTWA
647
Fifth Third Wealth Advisors
Ohio
$687K +$41.4K +497 +7%
HFS
648
Hantz Financial Services
Michigan
$684K +$14.4K +173 +2%
PS
649
Principal Securities
Iowa
$683K -$17.2K -207 -3%
PCG
650
Prosperity Consulting Group
Maryland
$679K +$270K +3,247 +71%
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