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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
676
Bell Investment Advisors
California
$3.71K +$842 +20 +31%
BIG
677
Brooklyn Investment Group
New York
$3.53K +$505 +12 +18%
NECFA
678
New England Capital Financial Advisors
Connecticut
$3.53K +$3.37K +80 New
HWM
679
Hemington Wealth Management
Virginia
$3K +$1.68K +40 +125%
MA
680
Montag & Associates
Georgia
$2.68K – – –
PWA
681
Physician Wealth Advisors
Utah
$2.47K +$2.36K +56 New
TCG
682
Transcendent Capital Group
Oklahoma
$2.3K – – –
TCM
683
TD Capital Management
Tennessee
$2.12K +$2.02K +48 New
RS
684
Rakuten Securities
Japan
$2.12K -$2.02K -48 -50%
CAL
685
Capital Advisors Ltd
Ohio
$2K – – –
PPA
686
Painted Porch Advisors
California
$1.77K +$1.68K +40 New
TFA
687
Toth Financial Advisory
Virginia
$1.77K +$1.68K +40 New
KIM
688
Kestra Investment Management
Texas
$1.59K +$1.52K +36 New
ICCON
689
Investment Counsel Company of Nevada
Nevada
$1.59K +$1.52K +36 New
OCM
690
Orion Capital Management
California
$1.59K +$1.52K +36 New
FMP
691
Financial Management Professionals
Texas
$1.41K – – –
CSWM
692
Cassady Schiller Wealth Management
Ohio
$1.41K +$1.35K +32 New
RAM
693
Riggs Asset Management
Pennsylvania
$1.25K +$337 +8 +40%
BIM
694
Breakwater Investment Management
Washington
$1.24K – – –
DPW
695
DiNuzzo Private Wealth
Pennsylvania
$1.06K – – –
PWMG
696
Prestige Wealth Management Group
New Jersey
$1.06K – – –
T
697
Transce3nd
Texas
$890 +$842 +20 New
SIC
698
SJS Investment Consulting
Ohio
$884 – – –
RTC
699
Riverview Trust Company
Washington
$883 – – –
NS
700
NBC Securities
Alabama
$841 -$797K -18,932 -100%
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