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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
701
Webster Bank
Connecticut
$4.3K – – –
GWM
702
Geneos Wealth Management
Colorado
$4.3K +$5.15K +104 New
ME
703
McIlrath & Eck
Washington
$4.15K – – –
HFS
704
Hantz Financial Services
Michigan
$4K +$4.36K +88 New
VWA
705
Valued Wealth Advisors
Utah
$3.98K – – –
JWA
706
JFS Wealth Advisors
Pennsylvania
$3.98K +$595 +12 +14%
CSC
707
Caldwell Sutter Capital
California
$3.97K -$1.19K -24 -20%
BCMLT
708
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.97K – – –
RI
709
Ridgewood Investments
New Jersey
$3.64K -$6.34K -128 -59%
BIA
710
Bell Investment Advisors
California
$3.48K – – –
HHGA
711
Halbert Hargrove Global Advisors
California
$2.65K +$3.17K +64 New
TWD
712
True Wealth Design
Ohio
$2.65K +$3.17K +64 New
FUBT
713
First United Bank & Trust
Maryland
$2.65K +$3.17K +64 New
FCAS
714
First Command Advisory Services
Texas
$2.32K +$2.77K +56 New
RS
715
Rakuten Securities
Japan
$2.15K +$198 +4 +8%
CAL
716
Capital Advisors Ltd
Ohio
$2K – – –
TCM
717
TD Capital Management
Tennessee
$1.99K – – –
RIL
718
Rothschild Investment LLC
Illinois
$1.99K +$1.78K +36 +300%
MA
719
Montag & Associates
Georgia
$1.83K -$793 -16 -27%
PWA
720
Physician Wealth Advisors
Utah
$1.82K -$595 -12 -21%
RF
721
Roxbury Financial
New Jersey
$1.76K -$207K -4,184 -99%
PPA
722
Painted Porch Advisors
California
$1.66K – – –
ICCON
723
Investment Counsel Company of Nevada
Nevada
$1.49K – – –
OCM
724
Orion Capital Management
California
$1.49K – – –
PWA
725
Principia Wealth Advisory
Texas
$1.37K +$1.19K +24 +300%
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