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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
CB
701
Commerce Bank
Missouri
$226K +$206K +3,281 New
FFM
702
Forum Financial Management
Illinois
$224K +$205K +3,260 New
LI
703
LRI Investments
Florida
$224K -$56.2K -893 -22%
IAS
704
Insigneo Advisory Services
Florida
$221K +$202K +3,213 New
CWP
705
Curated Wealth Partners
California
$221K +$202K +3,208 New
LAM
706
Longboard Asset Management
Arizona
$220K +$202K +3,204 New
WPWM
707
Western Pacific Wealth Management
Illinois
$220K
KWM
708
Kingsview Wealth Management
Oregon
$220K +$201K +3,192 New
VFA
709
Voya Financial Advisors
Connecticut
$219K +$201K +3,188 New
CWP
710
Cyndeo Wealth Partners
Florida
$218K +$199K +3,162 New
Los Angeles Capital Management
711
Los Angeles Capital Management
California
$217K +$199K +3,160 New
HSA
712
HBK Sorce Advisory
Pennsylvania
$216K +$195K +3,093 New
AGC
713
Aspen Grove Capital
Colorado
$215K +$197K +3,128 New
MG
714
Marex Group
$214K +$196K +3,113 New
GIM
715
Glenmede Investment Management
Pennsylvania
$213K +$194K +3,089 New
AssetMark Inc
716
AssetMark Inc
California
$210K -$31.6K -503 -14%
TPI
717
Trust Point Inc
Wisconsin
$210K +$192K +3,052 New
RG
718
Rathbones Group
United Kingdom
$209K +$191K +3,040 New
PCM
719
Penserra Capital Management
California
$209K +$51.7K +822 +37%
GA
720
Goldstein Advisors
Wisconsin
$209K +$191K +3,037 New
LBC
721
Lowe Brockenbrough & Co
Virginia
$208K +$190K +3,024 New
WKSWA
722
White Knight Strategic Wealth Advisors
New Jersey
$206K +$188K +2,996 New
VVP
723
Venture Visionary Partners
Ohio
$206K +$188K +2,988 New
CT
724
ClearAlpha Technologies
Connecticut
$205K +$187K +2,976 New
SWP
725
Stratos Wealth Partners
Ohio
$204K +$187K +2,969 New