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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
MCWA
801
Meadow Creek Wealth Advisors
Georgia
$307K -$37.1K -446 -11%
CNBOF
802
City National Bank of Florida
Florida
$307K -$97.5K -1,171 -25%
FWI
803
Facet Wealth Inc
Maryland
$302K +$23.1K +277 +9%
WS
804
Wedbush Securities
California
$299K -$16.9K -203 -6%
PWM
805
Perigon Wealth Management
California
$298K +$12.2K +146 +4%
EBA
806
Eagle Bay Advisors
New York
$294K -$19.1K -230 -6%
CCA
807
Checchi Capital Advisers
California
$292K +$5.24K +63 +2%
CIC
808
Carnegie Investment Counsel
Ohio
$287K
IAS
809
Integrity Advisory Solutions
Texas
$285K -$16.2K -195 -6%
CAG
810
Crestwood Advisors Group
Massachusetts
$284K +$272K +3,263 New
RSWA
811
Robinson Smith Wealth Advisors
Maine
$280K
WPWM
812
Western Pacific Wealth Management
Illinois
$279K
SCM
813
Shelton Capital Management
Colorado
$275K
Los Angeles Capital Management
814
Los Angeles Capital Management
California
$275K
EWA
815
EverSource Wealth Advisors
Alabama
$274K -$586K -7,043 -69%
WTC
816
WhitTier Trust Company
Nevada
$272K -$11.6K -139 -5%
PAW
817
Plan A Wealth
Nebraska
$271K +$259K +3,111 New
CA
818
Clearstead Advisors
Ohio
$268K +$17.1K +206 +7%
SCA
819
Snowden Capital Advisors
New York
$267K +$256K +3,070 New
MMA
820
Miracle Mile Advisors
California
$267K +$255K +3,069 New
SC
821
Savant Capital
Illinois
$264K +$251K +3,012 New
MA
822
Mutual Advisors
Nebraska
$263K +$251K +3,020 New
LFA
823
Legacy Financial Advisors
Kentucky
$262K -$5.16K -62 -2%
GVAG
824
Great Valley Advisor Group
Delaware
$262K +$251K +3,011 New
AP
825
Americana Partners
Texas
$261K +$250K +3,003 New