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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
RS
776
Rakuten Securities
Japan
$1.72K -$996 -21 -40%
BIM
777
Breakwater Investment Management
Washington
$1.55K – – –
DPW
778
DiNuzzo Private Wealth
Pennsylvania
$1.33K – – –
PWMG
779
Prestige Wealth Management Group
New Jersey
$1.33K – – –
BWL
780
Bogart Wealth LLC
Virginia
$1.33K +$1.14K +24 New
RF
781
Roxbury Financial
New Jersey
$1.32K -$569 -12 -33%
RAM
782
Riggs Asset Management
Pennsylvania
$1.11K -$380 -8 -29%
KG
783
Kilter Group
New York
$1.11K +$949 +20 New
TIM
784
Tortoise Investment Management
New York
$1.11K +$949 +20 New
PWA
785
Principia Wealth Advisory
Texas
$1.05K -$617 -13 -41%
OAJ
786
Ogorek Anthony Joseph
New York
$1K – – –
HWA
787
HHM Wealth Advisors
Tennessee
$887 – – –
EP
788
Essential Partners
California
$887 +$759 +16 New
SC
789
Stephens Consulting
Michigan
$832 +$712 +15 New
HFS
790
Hughes Financial Services
Virginia
$766 +$569 +12 New
PWA
791
Physician Wealth Advisors
Utah
$665 -$1.52K -32 -73%
PWM
792
Parkworth Wealth Management
California
$665 +$380 +8 +200%
ACA
793
American Capital Advisory
Idaho
$610 +$522 +11 New
CIAS
794
CBIZ Investment Advisory Services
Ohio
$554 +$95 +2 +25%
SIC
795
SJS Investment Consulting
Ohio
$444 -$380 -8 -50%
WCM
796
WealthTrak Capital Management
Virginia
$444 -$190 -4 -33%
MCM
797
Manchester Capital Management
Vermont
$333 +$285 +6 New
HNW
798
High Note Wealth
Minnesota
$222 -$7.78K -164 -98%
MCM
799
MV Capital Management
Maryland
$222 -$190 -4 -50%
HIA
800
HFM Investment Advisors
New Jersey
$222 – – –
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