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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
VA
676
VestGen Advisors
Illinois
$254K -$45.2K -718 -16%
S
677
SignatureFD
Georgia
$253K +$16.2K +258 +8%
RCAG
678
Rehmann Capital Advisory Group
Michigan
$252K -$26.8K -426 -10%
EFS
679
Essex Financial Services
Connecticut
$251K +$230K +3,653 New
LFM
680
LGT Fund Management
Liechtenstein
$251K +$230K +3,650 New
RGF
681
Retirement Guys Formula
Ohio
$249K -$10.1K -161 -4%
WCM Investment Management
682
WCM Investment Management
California
$249K +$228K +3,622 New
SFA
683
Sequoia Financial Advisors
Ohio
$249K +$228K +3,619 New
CC
684
Cornerstone Capital
California
$248K -$69.2K -1,100 -23%
IAIM
685
International Assets Investment Management
Florida
$247K
KeyBank National Association
686
KeyBank National Association
Ohio
$247K -$10K -159 -4%
PFS
687
Prospera Financial Services
Texas
$245K -$11.6K -185 -5%
EWM
688
Empirical Wealth Management
Washington
$241K -$134K -2,124 -38%
KLCM
689
KG&L Capital Management
Louisiana
$241K -$48.3K -767 -18%
VFA
690
Valeo Financial Advisors
Indiana
$239K +$219K +3,477 New
EBA
691
Eagle Bay Advisors
New York
$239K -$11.9K -189 -5%
RW
692
Rede Wealth
Virginia
$239K +$218K +3,471 New
TCM
693
TABR Capital Management
California
$238K +$218K +3,464 New
MYIA
694
Mount Yale Investment Advisors
Colorado
$238K +$139K +2,213 +177%
BAM
695
Belpointe Asset Management
Nevada
$237K -$17.4K -276 -7%
MMPW
696
Mitchell McLeod Pugh & Williams
Alabama
$236K +$217K +3,445 New
BBHC
697
Brown Brothers Harriman & Co
New York
$235K +$55.2K +878 +35%
HBW
698
Hazlett, Burt & Watson
West Virginia
$234K +$94.2K +1,497 +79%
IAS
699
Integrity Advisory Solutions
Texas
$231K +$211K +3,359 New
M1FG
700
Mach-1 Financial Group
Arkansas
$231K +$211K +3,359 New