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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
SS
701
Sunbelt Securities
Texas
$4.69K – – –
AWM
702
Abound Wealth Management
Tennessee
$4.64K – – –
WB
703
Webster Bank
Connecticut
$4.3K – – –
Geneos Wealth Management
704
Geneos Wealth Management
Colorado
$4.3K +$5.15K +104 New
ME
705
McIlrath & Eck
Washington
$4.15K – – –
Hantz Financial Services
706
Hantz Financial Services
Michigan
$4K +$4.36K +88 New
VWA
707
Valued Wealth Advisors
Utah
$3.98K – – –
JWA
708
JFS Wealth Advisors
Pennsylvania
$3.98K +$595 +12 +14%
CSC
709
Caldwell Sutter Capital
California
$3.97K -$1.19K -24 -20%
BCMLT
710
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.97K – – –
RI
711
Ridgewood Investments
New Jersey
$3.64K -$6.34K -128 -59%
BIA
712
Bell Investment Advisors
California
$3.48K – – –
HHGA
713
Halbert Hargrove Global Advisors
California
$2.65K +$3.17K +64 New
TWD
714
True Wealth Design
Ohio
$2.65K +$3.17K +64 New
FUBT
715
First United Bank & Trust
Maryland
$2.65K +$3.17K +64 New
First Command Advisory Services
716
First Command Advisory Services
Texas
$2.32K +$2.77K +56 New
RS
717
Rakuten Securities
Japan
$2.15K +$198 +4 +8%
CAL
718
Capital Advisors Ltd
Ohio
$2K – – –
TCM
719
TD Capital Management
Tennessee
$1.99K – – –
RIL
720
Rothschild Investment LLC
Illinois
$1.99K +$1.78K +36 +300%
Montag & Associates
721
Montag & Associates
Georgia
$1.83K -$793 -16 -27%
PWA
722
Physician Wealth Advisors
Utah
$1.82K -$595 -12 -21%
RF
723
Roxbury Financial
New Jersey
$1.76K -$207K -4,184 -99%
PPA
724
Painted Porch Advisors
California
$1.66K – – –
ICCON
725
Investment Counsel Company of Nevada
Nevada
$1.49K – – –