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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
BGAI
826
Bruce G. Allen Investments
Colorado
$12.4K – – –
GSWM
827
Golden State Wealth Management
California
$11.8K +$10.8K +172 New
LWA
828
Lowe Wealth Advisors
Maryland
$11.6K – – –
BF
829
BOK Financial
Oklahoma
$11.5K -$3.59K -57 -25%
JWM
830
JPL Wealth Management
Colorado
$10.2K +$9.31K +148 New
FIA
831
FNY Investment Advisers
New York
$9K +$8.62K +137 New
TIM
832
Tortoise Investment Management
New York
$8.88K +$6.86K +109 +545%
CT
833
Colonial Trust
South Carolina
$8.81K +$503 +8 +7%
RIL
834
Rothschild Investment LLC
Illinois
$8.6K +$4.09K +65 +108%
ADL
835
Asset Dedication LLC
California
$8.53K – – –
WWM
836
Wolff Wiese Magana
California
$8.53K – – –
AA
837
Ancora Advisors
Ohio
$8.26K – – –
NWMP
838
Noble Wealth Management PBC
Colorado
$8.26K +$7.55K +120 New
MBFW
839
Morton Brown Family Wealth
Pennsylvania
$7.98K +$7.3K +116 New
BFS
840
Bare Financial Services
Pennsylvania
$7.84K +$1.64K +26 +30%
JWA
841
JFS Wealth Advisors
Pennsylvania
$7.43K – – –
BIA
842
Bell Investment Advisors
California
$7.16K – – –
ZBNA
843
Zions Bancorporation, National Association
Utah
$6.95K +$6.35K +101 New
ME
844
McIlrath & Eck
Washington
$6.92K +$63 +1 +1%
CSC
845
Caldwell Sutter Capital
California
$6.61K – – –
VWA
846
Valued Wealth Advisors
Utah
$6.61K – – –
HHMI
847
Howard Hughes Medical Institute
Maryland
$6.61K +$6.04K +96 New
RWM
848
RMG Wealth Management
Wisconsin
$6.47K – – –
APW
849
Aventura Private Wealth
Florida
$6.19K +$5.66K +90 New
MSWA
850
Marshall & Sterling Wealth Advisors
New York
$6.12K +$5.6K +89 New
32 33
34
35 36