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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
MMCM
801
Murphy & Mullick Capital Management
New York
$27.4K +$25.2K +400 New
ANBT
802
American National Bank & Trust
Texas
$26.4K – – –
YDMI
803
Y.D. More Investments
Israel
$24.2K +$22.1K +351 New
CT
804
Coastline Trust
Rhode Island
$23.4K – – –
AF
805
Advisornet Financial
Minnesota
$21.8K – – –
EPIMS
806
Evelyn Partners Investment Management Services
$21.1K +$4.72K +75 +32%
T
807
Tidemark
California
$20.9K -$13.3K -212 -41%
GFWA
808
Grey Fox Wealth Advisors
Delaware
$20.9K +$19.1K +304 New
HIA
809
Harbor Investment Advisory
Maryland
$20.6K -$6.29K -100 -25%
MG
810
Mather Group
Illinois
$20.2K +$18.4K +293 New
FMII
811
Farmers & Merchants Investments Inc
Nebraska
$19.6K -$4.47K -71 -20%
EB
812
Eastern Bank
Massachusetts
$19.3K +$17.6K +280 New
RFP
813
Root Financial Partners
California
$19.2K +$17.6K +279 New
IAS
814
IMA Advisory Services
Colorado
$19.1K +$17.4K +277 New
HWM
815
Hemington Wealth Management
Virginia
$19K +$1.38K +22 +9%
HCM
816
Hollencrest Capital Management
California
$17.2K +$1.76K +28 +13%
CA
817
CoreCap Advisors
Michigan
$16.9K +$818 +13 +6%
PAM
818
Palisade Asset Management
Minnesota
$14.9K +$13.6K +216 New
FHC
819
First Horizon Corporation
Tennessee
$14.6K +$13.3K +212 New
RS
820
Rakuten Securities
Japan
$14.1K +$10.9K +174 +561%
TCA
821
Trifecta Capital Advisors
Illinois
$14K +$12.8K +204 New
CTC
822
Cetera Trust Company
Minnesota
$13.8K – – –
BTI
823
Blue Trust Inc
Georgia
$13.8K +$6.04K +96 +92%
SWA
824
SOA Wealth Advisors
New York
$13.8K +$12.6K +200 New
SL
825
Salomon & Ludwin
Virginia
$13.1K +$11.7K +186 New
31 32
33
34 35