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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
751
Prosperity Capital Advisors
Ohio
$223K +$232K +3,472 New
WANY
752
Wealthspire Advisors (New York)
New York
$221K +$97.8K +1,461 +74%
IAS
753
Integrity Advisory Solutions
Texas
$219K +$3.08K +46 +1%
PFM
754
Patton Fund Management
Texas
$218K -$50.1K -748 -18%
AGC
755
Aspen Grove Capital
Colorado
$217K +$16.7K +249 +8%
Los Angeles Capital Management
756
Los Angeles Capital Management
California
$216K
GA
757
Goldstein Advisors
Wisconsin
$216K +$22K +328 +11%
NG
758
Norden Group
Utah
$216K -$75.4K -1,127 -25%
EBA
759
Eagle Bay Advisors
New York
$215K -$8.77K -131 -4%
EFS
760
Essex Financial Services
Connecticut
$214K -$21.4K -319 -9%
BAM
761
Belpointe Asset Management
Nevada
$214K -$7.7K -115 -3%
EPW
762
Evolve Private Wealth
California
$213K +$222K +3,313 New
SC
763
Syon Capital
California
$213K +$222K +3,309 New
ZIM
764
Zacks Investment Management
Illinois
$212K -$63.3K -946 -22%
VC
765
Vicus Capital
Pennsylvania
$211K -$178K -2,664 -45%
Acadian Asset Management
766
Acadian Asset Management
Massachusetts
$210K -$327K -4,878 -60%
FFM
767
Forum Financial Management
Illinois
$210K -$134 -2 -0.1%
VA
768
VestGen Advisors
Illinois
$209K -$29.5K -440 -12%
VFA
769
Voya Financial Advisors
Connecticut
$208K +$67 +1 +0%
CWP
770
Curated Wealth Partners
California
$206K
WPWM
771
Western Pacific Wealth Management
Illinois
$206K
CAAS
772
Capital Asset Advisory Services
Michigan
$206K -$8.23K -123 -4%
AHL
773
Abel Hall LLC
Louisiana
$203K +$212K +3,162 New
CIBC Private Wealth Group
774
CIBC Private Wealth Group
Georgia
$192K +$7.16K +107 +4%
AssetMark Inc
775
AssetMark Inc
California
$190K -$6.56K -98 -3%