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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
LFP
676
Leeward Financial Partners
Washington
$373K -$11.8K -165 -3%
MAI Capital Management
677
MAI Capital Management
Ohio
$372K -$12.2K -171 -3%
OWG
678
Oxford Wealth Group
Florida
$370K +$286 +4 +0.1%
Koshinski Asset Management
679
Koshinski Asset Management
Illinois
$368K -$76.4K -1,071 -16%
PWP
680
Ponta Wealth Partners
Florida
$367K +$500 +7 +0.1%
FFP
681
FourThought Financial Partners
Florida
$367K -$269K -3,774 -41%
Simplicity Wealth
682
Simplicity Wealth
New Jersey
$366K +$32K +449 +9%
Stephens Inc
683
Stephens Inc
Arkansas
$362K -$48.5K -680 -11%
BWM
684
Bullock Wealth Management
Indiana
$359K +$95.5K +1,338 +34%
CC
685
Commons Capital
Massachusetts
$358K -$1.07K -15 -0.3%
ATS
686
Ashton Thomas Securities
New York
$351K +$374K +5,240 New
U.S. Capital Wealth Advisors
687
U.S. Capital Wealth Advisors
Texas
$351K +$3.43K +48 +0.9%
SCM
688
Stevens Capital Management
Pennsylvania
$350K +$3.43K +48 +0.9%
Pure Financial Advisors
689
Pure Financial Advisors
California
$347K +$369K +5,168 New
Independent Advisor Alliance
690
Independent Advisor Alliance
North Carolina
$344K -$74.2K -1,040 -17%
TC
691
TwinBeech Capital
New York
$336K -$4.89M -68,487 -93%
Edmond de Rothschild Holding
692
Edmond de Rothschild Holding
Switzerland
$336K – – –
DTL
693
Dynamic Technology Lab
Singapore
$336K +$357K +5,004 New
BMWM
694
Brown Miller Wealth Management
Virginia
$333K +$355K +4,972 New
OAM
695
Ostrum Asset Management
France
$332K +$227K +3,184 +181%
GSEP
696
Golden State Equity Partners
California
$330K +$79.7K +1,116 +29%
PCM
697
Permanent Capital Management
Illinois
$328K +$295K +4,128 New
TAM
698
Trust Asset Management
Texas
$328K +$349K +4,884 New
PCM
699
Prelude Capital Management
New York
$327K +$47.7K +668 +16%
PAM
700
Palisade Asset Management
Minnesota
$321K +$341K +4,779 New