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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
801
Activest Wealth Management
Florida
$105K -$1.67K -25 -2%
DIP
802
DT Investment Partners
Pennsylvania
$100K – – –
AA
803
AlphaCentric Advisors
Puerto Rico
$98.4K +$102K +1,530 New
WBC
804
Westpac Banking Corp
Australia
$97.8K – – –
HNB
805
Huntington National Bank
Ohio
$95.8K +$69.7K +1,041 +232%
GWM
806
Greenline Wealth Management
Florida
$94.1K +$97.9K +1,463 New
CFB
807
Cullen/Frost Bankers
Texas
$91.7K -$2.34K -35 -2%
MPWT
808
MassMutual Private Wealth & Trust
Connecticut
$87K -$6.49K -97 -7%
BC
809
Bayforest Capital
United Kingdom
$84.2K -$344K -5,137 -80%
Q1WB
810
Quest 10 Wealth Builders
Virginia
$84.1K – – –
SS
811
SBI Securities
Japan
$83.3K +$7.7K +115 +10%
VWA
812
Valued Wealth Advisors
Utah
$83K +$79.9K +1,194 +1,244%
SAM
813
Smartleaf Asset Management
Massachusetts
$82.4K -$25.6K -383 -23%
MHR
814
Matthew Hamilton Rosenberg
$78.7K – – –
MCA
815
McGuire Capital Advisors
Oklahoma
$78K +$81.2K +1,213 New
SWP
816
Strategic Wealth Partners
Ohio
$77.9K – – –
IIM
817
Intact Investment Management
Quebec, Canada
$77.2K +$80.3K +1,200 New
C
818
Covestor
United Kingdom
$74K -$29K -433 -27%
SIM
819
Sentry Investment Management
Wisconsin
$74K – – –
TFA
820
Transamerica Financial Advisors
Florida
$72.7K -$4.08K -61 -5%
ATC
821
Adirondack Trust Company
New York
$64.3K – – –
UB
822
UMB Bank
Missouri
$63.6K -$14.7K -219 -18%
CFD
823
Creative Financial Designs
Indiana
$60.5K – – –
SN
824
Sittner & Nelson
Oregon
$58.8K – – –
BW
825
Basepoint Wealth
Iowa
$57.6K +$60K +896 New
31 32
33
34 35