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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
LRI Investments
751
LRI Investments
Florida
$225K +$15.8K +236 +7%
Prosperity Capital Advisors
752
Prosperity Capital Advisors
Ohio
$223K +$232K +3,472 New
Wealthspire Advisors (New York)
753
Wealthspire Advisors (New York)
New York
$221K +$97.8K +1,461 +74%
Integrity Advisory Solutions
754
Integrity Advisory Solutions
Texas
$219K +$3.08K +46 +1%
PFM
755
Patton Fund Management
Texas
$218K -$50.1K -748 -18%
Aspen Grove Capital
756
Aspen Grove Capital
Colorado
$217K +$16.7K +249 +8%
Los Angeles Capital Management
757
Los Angeles Capital Management
California
$216K – – –
Goldstein Advisors
758
Goldstein Advisors
Wisconsin
$216K +$22K +328 +11%
Norden Group
759
Norden Group
Utah
$216K -$75.4K -1,127 -25%
EBA
760
Eagle Bay Advisors
New York
$215K -$8.77K -131 -4%
Essex Financial Services
761
Essex Financial Services
Connecticut
$214K -$21.4K -319 -9%
Belpointe Asset Management
762
Belpointe Asset Management
Nevada
$214K -$7.7K -115 -3%
Evolve Private Wealth
763
Evolve Private Wealth
California
$213K +$222K +3,313 New
Syon Capital
764
Syon Capital
California
$213K +$222K +3,309 New
Zacks Investment Management
765
Zacks Investment Management
Illinois
$212K -$63.3K -946 -22%
Vicus Capital
766
Vicus Capital
Pennsylvania
$211K -$178K -2,664 -45%
Acadian Asset Management
767
Acadian Asset Management
Massachusetts
$210K -$327K -4,878 -60%
Forum Financial Management
768
Forum Financial Management
Illinois
$210K -$134 -2 -0.1%
VestGen Advisors
769
VestGen Advisors
Illinois
$209K -$29.5K -440 -12%
Voya Financial Advisors
770
Voya Financial Advisors
Connecticut
$208K +$67 +1 +0%
Curated Wealth Partners
771
Curated Wealth Partners
California
$206K – – –
WPWM
772
Western Pacific Wealth Management
Illinois
$206K – – –
Capital Asset Advisory Services
773
Capital Asset Advisory Services
Michigan
$206K -$8.23K -123 -4%
AHL
774
Abel Hall LLC
Louisiana
$203K +$212K +3,162 New
CIBC Private Wealth Group
775
CIBC Private Wealth Group
Georgia
$192K +$7.16K +107 +4%