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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
726
Meeder Asset Management
Ohio
$20.6K +$190 +4 +1%
FMII
727
Farmers & Merchants Investments Inc
Nebraska
$19.7K +$2.47K +52 +17%
CT
728
Coastline Trust
Rhode Island
$18.8K – – –
NC
729
NewSquare Capital
Pennsylvania
$17.8K +$8.4K +177 +123%
AF
730
Advisornet Financial
Minnesota
$17.6K +$47 +1 +0.3%
HWM
731
Hemington Wealth Management
Virginia
$14K +$1.04K +22 +9%
CA
732
CoreCap Advisors
Michigan
$12.9K +$1.14K +24 +12%
EPIMS
733
Evelyn Partners Investment Management Services
$12.9K +$11K +232 New
HWM
734
HighMark Wealth Management
Minnesota
$12.5K +$427 +9 +5%
BF
735
BOK Financial
Oklahoma
$12.4K -$1.28M -26,944 -99%
HCM
736
Hollencrest Capital Management
California
$12.3K +$10.5K +222 New
CTC
737
Cetera Trust Company
Minnesota
$11.1K – – –
BGAI
738
Bruce G. Allen Investments
Colorado
$9.97K – – –
LWA
739
Lowe Wealth Advisors
Maryland
$9.31K – – –
CWM
740
CarsonAllaria Wealth Management
Illinois
$8.87K – – –
SC
741
SouthState Corp
Florida
$7.98K -$1.33K -28 -16%
GWM
742
Geneos Wealth Management
Colorado
$7.31K +$1.33K +28 +27%
ADL
743
Asset Dedication LLC
California
$6.87K – – –
WWM
744
Wolff Wiese Magana
California
$6.87K – – –
CT
745
Colonial Trust
South Carolina
$6.66K – – –
AA
746
Ancora Advisors
Ohio
$6.65K – – –
RWM
747
RMG Wealth Management
Wisconsin
$6.29K +$4.74K +100 New
JWA
748
JFS Wealth Advisors
Pennsylvania
$5.99K +$569 +12 +13%
BTI
749
Blue Trust Inc
Georgia
$5.77K -$2.47K -52 -33%
BIA
750
Bell Investment Advisors
California
$5.76K +$949 +20 +24%
28 29
30
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