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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
KLCM
776
KG&L Capital Management
Louisiana
$218K -$18K -252 -7%
RSWA
777
Robinson Smith Wealth Advisors
Maine
$216K -$128K -1,791 -36%
CWP
778
Curated Wealth Partners
California
$215K – – –
WPWM
779
Western Pacific Wealth Management
Illinois
$215K – – –
EFG
780
Everhart Financial Group
Ohio
$214K +$228K +3,191 New
Facet Wealth Inc
781
Facet Wealth Inc
Maryland
$214K -$10.2K -143 -4%
Sigma Planning Corp
782
Sigma Planning Corp
Michigan
$213K -$38.1K -534 -14%
Shelton Capital Management
783
Shelton Capital Management
Colorado
$212K +$226K +3,162 New
Los Angeles Capital Management
784
Los Angeles Capital Management
California
$212K – – –
PG
785
Patten Group
Tennessee
$209K -$590K -8,264 -73%
GM
786
GeoWealth Management
Illinois
$208K -$53.2K -745 -19%
WhitTier Trust Company
787
WhitTier Trust Company
Nevada
$207K +$31.8K +446 +17%
LFA
788
Legacy Financial Advisors
Kentucky
$206K +$219K +3,074 New
FMI
789
Frec Markets Inc
California
$206K +$219K +3,072 New
EP Wealth Advisors
790
EP Wealth Advisors
California
$206K +$219K +3,069 New
PWMA
791
Pension & Wealth Management Advisors
Massachusetts
$205K +$61.2K +857 +39%
GPW
792
Genesis Private Wealth
Virginia
$205K +$218K +3,051 New
AC
793
Avestar Capital
New York
$203K +$216K +3,030 New
AGP
794
Autumn Glory Partners
Texas
$203K +$216K +3,025 New
SACTSONJ
795
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$202K +$215K +3,016 New
CAAS
796
Capital Asset Advisory Services
Michigan
$201K -$25.2K -353 -13%
Clearstead Advisors
797
Clearstead Advisors
Ohio
$193K -$74.9K -1,050 -27%
IFP Advisors
798
IFP Advisors
Florida
$192K +$11K +154 +6%
MUMSS
799
Mitsubishi UFJ Morgan Stanley Securities
Japan
$190K +$202K +2,833 New
UOTTAIMCU
800
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$186K -$456K -6,391 -70%