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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
726
Orion Capital Management
California
$1.49K – – –
PWA
727
Principia Wealth Advisory
Texas
$1.37K +$1.19K +24 +300%
FMP
728
Financial Management Professionals
Texas
$1.32K – – –
CH
729
Cromwell Holdings
Wyoming
$1.32K +$1.59K +32 New
BIM
730
Breakwater Investment Management
Washington
$1.16K – – –
RAM
731
Riggs Asset Management
Pennsylvania
$1.16K – – –
Lazard Asset Management
732
Lazard Asset Management
New York
$1K +$793 +16 +133%
DPW
733
DiNuzzo Private Wealth
Pennsylvania
$994 – – –
PWMG
734
Prestige Wealth Management Group
New Jersey
$994 – – –
BFS
735
Bare Financial Services
Pennsylvania
$828 +$991 +20 New
SIC
736
SJS Investment Consulting
Ohio
$663 -$198 -4 -20%
HWA
737
HHM Wealth Advisors
Tennessee
$663 – – –
GFPC
738
Global Financial Private Client
Florida
$662 +$396 +8 +100%
CPG
739
Cornerstone Planning Group
New Jersey
$647 +$793 +16 New
WCM
740
WealthTrak Capital Management
Virginia
$497 – – –
MCM
741
MV Capital Management
Maryland
$332 +$396 +8 New
CIAS
742
CBIZ Investment Advisory Services
Ohio
$331 +$396 +8 New
PWM
743
Parkworth Wealth Management
California
$166 – – –
TFM
744
TFC Financial Management
Massachusetts
$166 – – –
HIA
745
HFM Investment Advisors
New Jersey
$166 +$198 +4 New
HWP
746
Highline Wealth Partners
California
$166 +$198 +4 New
FFM
747
Fullerton Fund Management
Singapore
– -$69.1M -1,563,528 Closed
Swiss National Bank
748
Swiss National Bank
Switzerland
– -$38.1M -861,600 Closed
TA
749
Trivest Advisors
Hong Kong
– -$32.2M -728,320 Closed
IFLIT
750
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
– -$22.4M -500,000 Closed