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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
701
Atticus Wealth Management
Florida
$320K +$286 +4 +0.1%
PFP
702
Paragon Financial Partners
California
$320K +$296K +4,146 New
LWA
703
Legacy Wealth Advisors
Florida
$319K -$3.43K -48 -1%
NRG
704
Nemes Rush Group
Michigan
$317K +$6.14K +86 +2%
GS
705
GTS Securities
Florida
$316K -$34.7K -486 -9%
AT
706
American Trust
Kentucky
$316K +$336K +4,711 New
SB
707
Strategic Blueprint
Georgia
$316K +$83.3K +1,167 +33%
VF
708
Virtu Financial
New York
$315K +$335K +4,693 New
CNBOF
709
City National Bank of Florida
Florida
$315K +$59.6K +835 +22%
GAM
710
Grandview Asset Management
Pennsylvania
$312K -$93K -1,303 -22%
FIA
711
Foundations Investment Advisors
Arizona
$309K -$118K -1,649 -26%
CWM
712
Chemistry Wealth Management
New York
$309K -$49K -687 -13%
AWA
713
Aaron Wealth Advisors
Illinois
$306K +$16.2K +227 +5%
GFP
714
Gryphon Financial Partners
Ohio
$306K +$325K +4,559 New
PCG
715
Prosperity Consulting Group
Maryland
$305K +$325K +4,549 New
CL
716
Choreo LLC
Illinois
$304K +$20.8K +291 +7%
LCM
717
Legato Capital Management
California
$302K
IAS
718
Insigneo Advisory Services
Florida
$302K +$2.71K +38 +0.9%
ARC
719
Advisor Resource Council
Texas
$302K -$7.14K -100 -2%
VFA
720
Valeo Financial Advisors
Indiana
$301K +$39.1K +548 +14%
SC
721
Syon Capital
California
$301K +$84.4K +1,183 +36%
William Blair & Company
722
William Blair & Company
Illinois
$298K +$13.8K +193 +5%
AFP
723
Ausdal Financial Partners
Iowa
$297K +$316K +4,433 New
LOAMS
724
Lombard Odier Asset Management (Switzerland)
Switzerland
$295K +$314K +4,400 New
GCM
725
Gallacher Capital Management
Colorado
$293K +$312K +4,374 New