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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
776
TruNorth Capital Management
Michigan
$66.1K +$60.4K +960 New
CFD
777
Creative Financial Designs
Indiana
$64.7K – – –
CAM
778
Close Asset Management
United Kingdom
$60K +$54.9K +872 New
RA
779
Rise Advisors
New York
$59.4K +$63 +1 +0.1%
TFIPS
780
Towarzystwo Funduszy Inwestycyjnych PZU SA
$56.1K – – –
DWM
781
Darwin Wealth Management
Florida
$56K – – –
CHC
782
City Holding Co
West Virginia
$55K – – –
SC
783
Solstein Capital
California
$55K – – –
SN
784
Sittner & Nelson
Oregon
$54.2K – – –
ST
785
Smithfield Trust
Pennsylvania
$53K – – –
SSG
786
Summit Securities Group
New York
$52.8K +$48.3K +768 New
RWM
787
Rialto Wealth Management
New York
$52.7K +$126 +2 +0.3%
MCM
788
MAI Capital Management
Ohio
$52.5K -$62.6K -995 -57%
FFO
789
Fortitude Family Office
Arizona
$49.5K +$503 +8 +1%
NEWAS
790
N.E.W. Advisory Services
Wisconsin
$43.5K – – –
PWAM
791
Private Wealth Asset Management
Iowa
$39.9K – – –
LFASL
792
Lugano Financial Advisors SA (LFA)
Switzerland
$39.6K – – –
OP
793
ORG Partners
Indiana
$38.9K +$5.47K +87 +18%
HI
794
Harbour Investments
Wisconsin
$36.9K +$10.1K +160 +43%
CIM
795
Contravisory Investment Management
Massachusetts
$33.3K -$5.03K -80 -14%
CAL
796
Capital Analysts LLC
Pennsylvania
$31K – – –
HNB
797
Huntington National Bank
Ohio
$30.8K -$4.28K -68 -13%
UOTTAIMCU
798
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$30.1K +$27.5K +437 New
WBC
799
West Branch Capital
Massachusetts
$28.9K – – –
NFSG
800
Newbridge Financial Services Group
Florida
$27.6K – – –
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