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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
626
Spirepoint Private Client
Florida
$440K +$106K +1,587 +30%
MHC
627
Meyer Handelman Company
New York
$437K
1WA
628
180 Wealth Advisors
Washington
$426K -$89.4K -1,335 -17%
RC
629
Roundview Capital
New Jersey
$426K -$33.9K -506 -7%
BP
630
Ballentine Partners
Massachusetts
$425K -$588K -8,777 -57%
Koshinski Asset Management
631
Koshinski Asset Management
Illinois
$421K +$13.7K +204 +3%
WP
632
Woodline Partners
California
$420K -$3.5M -52,319 -89%
AFG
633
ABLE Financial Group
Arizona
$417K -$107K -1,603 -20%
VSQM
634
V-Square Quantitative Management
Illinois
$413K +$430K +6,422 New
HP
635
Havemeyer Place
Connecticut
$405K +$422K +6,301 New
MC
636
Matisse Capital
Oregon
$405K -$402K -6,000 -49%
SP
637
SmartHarvest Portfolios
Washington
$404K +$420K +6,276 New
FIA
638
Foundations Investment Advisors
Arizona
$403K +$419K +6,259 New
Carson Wealth (CWM LLC)
639
Carson Wealth (CWM LLC)
Nebraska
$400K +$110K +1,647 +36%
CFG
640
Citizens Financial Group
Rhode Island
$399K +$158K +2,361 +62%
IAA
641
Independent Advisor Alliance
North Carolina
$397K +$11.9K +178 +3%
AAM
642
Aureus Asset Management
Massachusetts
$393K
SC
643
SummitTX Capital
Texas
$392K +$408K +6,092 New
CB
644
Commerce Bank
Missouri
$392K +$188K +2,810 +86%
SI
645
Stephens Inc
Arkansas
$391K +$19.4K +290 +5%
BBA
646
Baader Bank Aktiengesellschaft
Germany
$387K -$845K -12,621 -68%
NEI
647
Northwest & Ethical Investments
Ontario, Canada
$384K -$193K -2,881 -33%
TE
648
Tema ETFs
New York
$384K -$1.07K -16 -0.3%
GAM
649
Grandview Asset Management
Pennsylvania
$383K -$6.69K -100 -2%
IWM
650
IHT Wealth Management
Illinois
$381K -$26K -389 -6%