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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
FCP
701
Fidelis Capital Partners
Florida
$320K -$9.78K -137 -3%
AWM
702
Atticus Wealth Management
Florida
$320K +$286 +4 +0.1%
PFP
703
Paragon Financial Partners
California
$320K +$296K +4,146 New
LWA
704
Legacy Wealth Advisors
Florida
$319K -$3.43K -48 -1%
NRG
705
Nemes Rush Group
Michigan
$317K +$6.14K +86 +2%
GTS Securities
706
GTS Securities
Florida
$316K -$34.7K -486 -9%
AT
707
American Trust
Kentucky
$316K +$336K +4,711 New
SB
708
Strategic Blueprint
Georgia
$316K +$83.3K +1,167 +33%
VF
709
Virtu Financial
New York
$315K +$335K +4,693 New
CNBOF
710
City National Bank of Florida
Florida
$315K +$59.6K +835 +22%
GAM
711
Grandview Asset Management
Pennsylvania
$312K -$93K -1,303 -22%
Foundations Investment Advisors
712
Foundations Investment Advisors
Arizona
$309K -$118K -1,649 -26%
CWM
713
Chemistry Wealth Management
New York
$309K -$49K -687 -13%
AWA
714
Aaron Wealth Advisors
Illinois
$306K +$16.2K +227 +5%
GFP
715
Gryphon Financial Partners
Ohio
$306K +$325K +4,559 New
PCG
716
Prosperity Consulting Group
Maryland
$305K +$325K +4,549 New
Choreo LLC
717
Choreo LLC
Illinois
$304K +$20.8K +291 +7%
LCM
718
Legato Capital Management
California
$302K – – –
IAS
719
Insigneo Advisory Services
Florida
$302K +$2.71K +38 +0.9%
ARC
720
Advisor Resource Council
Texas
$302K -$7.14K -100 -2%
Valeo Financial Advisors
721
Valeo Financial Advisors
Indiana
$301K +$39.1K +548 +14%
SC
722
Syon Capital
California
$301K +$84.4K +1,183 +36%
William Blair & Company
723
William Blair & Company
Illinois
$298K +$13.8K +193 +5%
AFP
724
Ausdal Financial Partners
Iowa
$297K +$316K +4,433 New
LOAMS
725
Lombard Odier Asset Management (Switzerland)
Switzerland
$295K +$314K +4,400 New