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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
651
United Capital Financial Advisors
Texas
$379K -$109K -1,627 -22%
SWP
652
Sagespring Wealth Partners
Tennessee
$377K -$31.7K -473 -7%
GIA
653
Gateway Investment Advisers
Ohio
$376K +$391K +5,840 New
FCH
654
Freestone Capital Holdings
Washington
$374K – – –
NSUP
655
NLB Skladi upravljanje premozenja
$372K +$388K +5,792 New
MCM
656
MAI Capital Management
Ohio
$368K +$332K +4,961 +649%
LFP
657
Leeward Financial Partners
Washington
$368K -$71.2K -1,064 -16%
BAM
658
Blueshift Asset Management
New Jersey
$365K +$380K +5,680 New
SIM
659
Stratos Investment Management
Ohio
$365K +$26.4K +394 +7%
FB
660
Fulton Bank
Pennsylvania
$365K -$55.4K -828 -13%
GFPC
661
Global Financial Private Client
Florida
$365K +$380K +5,669 New
MWM
662
Maridea Wealth Management
New York
$363K -$255K -3,813 -40%
WFI
663
West Family Investments
California
$361K +$64.5K +963 +21%
PPWP
664
Premier Path Wealth Partners
New Jersey
$359K – – –
OWG
665
Oxford Wealth Group
Florida
$354K +$369K +5,508 New
PWP
666
Ponta Wealth Partners
Florida
$352K +$366K +5,466 New
GCM
667
Graham Capital Management
Connecticut
$349K -$333K -4,978 -48%
ARC
668
Advisor Resource Council
Texas
$346K +$308K +4,600 New
IAN
669
Integrated Advisors Network
Texas
$345K -$10.2K -152 -3%
MMPW
670
Mitchell McLeod Pugh & Williams
Alabama
$345K +$78.7K +1,175 +34%
CC
671
Commons Capital
Massachusetts
$344K -$1K -15 -0.3%
HFM
672
Harvest Fund Management
China
$342K – – –
CWM
673
Chemistry Wealth Management
New York
$340K – – –
GT
674
Glenmede Trust
Pennsylvania
$335K +$349K +5,215 New
GS
675
GTS Securities
Florida
$335K +$348K +5,202 New
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