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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
701
Polymer Capital Management
New York
$536K +$513K +6,158 New
MFS
702
Mirabella Financial Services
United Kingdom
$534K +$511K +6,139 New
SC
703
Sykon Capital
New York
$526K +$503K +6,042 New
ICP
704
Interchange Capital Partners
Pennsylvania
$521K +$498K +5,987 New
FCH
705
Freestone Capital Holdings
Washington
$520K +$10.1K +121 +2%
CFG
706
Citizens Financial Group
Rhode Island
$518K +$180K +2,159 +57%
AO
707
Advisor OS
Illinois
$506K -$116K -1,397 -19%
SI
708
Stirlingshire Investments
New York
$502K +$480K +5,771 New
FB
709
Fulton Bank
Pennsylvania
$501K -$999 -12 -0.2%
SIM
710
Stratos Investment Management
Ohio
$495K -$999 -12 -0.2%
MG
711
Marex Group
$488K +$466K +5,602 New
LFP
712
Leeward Financial Partners
Washington
$481K -$2.41K -29 -0.5%
IAA
713
Independent Advisor Alliance
North Carolina
$478K +$30.4K +365 +7%
PWP
714
Ponta Wealth Partners
Florida
$476K – – –
PPWP
715
Premier Path Wealth Partners
New Jersey
$475K -$9.4K -113 -2%
CC
716
Commons Capital
Massachusetts
$474K +$8.49K +102 +2%
FFP
717
FourThought Financial Partners
Florida
$471K -$4.83K -58 -1%
VH
718
Visionary Horizons
Tennessee
$470K -$318K -3,821 -41%
BMWM
719
Brown Miller Wealth Management
Virginia
$468K +$33.5K +403 +8%
RCM
720
Raleigh Capital Management
North Carolina
$456K -$212K -2,543 -33%
OTL
721
Oak Thistle LLC
New York
$456K +$436K +5,240 New
WorldQuant Millennium Advisors
722
WorldQuant Millennium Advisors
New York
$450K -$29.5M -354,824 -99%
FMI
723
Frec Markets Inc
California
$450K +$175K +2,097 +68%
MCM
724
MAI Capital Management
Ohio
$445K -$36.6K -440 -8%
GSC
725
Ground Swell Capital
South Carolina
$437K +$418K +5,026 New