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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
TFIPS
826
Towarzystwo Funduszy Inwestycyjnych PZU SA
$52.4K – – –
DWM
827
Darwin Wealth Management
Florida
$52.4K +$67 +1 +0.1%
CHC
828
City Holding Co
West Virginia
$51.4K – – –
SC
829
Solstein Capital
California
$51.4K – – –
CAM
830
Close Asset Management
United Kingdom
$51K -$5.49K -82 -9%
EW
831
Elyxium Wealth
California
$50.3K +$52.4K +782 New
ST
832
Smithfield Trust
Pennsylvania
$50K – – –
PAMS
833
Pinpoint Asset Management (Singapore)
$49.4K -$16.8K -251 -25%
RWM
834
Rialto Wealth Management
New York
$49.3K – – –
BTI
835
Blue Trust Inc
Georgia
$43.2K +$31.6K +472 +236%
SSG
836
Summit Securities Group
New York
$42.6K -$7.1K -106 -14%
NEWAS
837
N.E.W. Advisory Services
Wisconsin
$40.6K – – –
FFO
838
Fortitude Family Office
Arizona
$40.6K -$5.96K -89 -12%
DE
839
DV Equities
Illinois
$40.2K +$41.8K +625 New
CI
840
CX Institutional
Indiana
$39K +$41K +612 New
EPIME
841
Evelyn Partners Investment Management (Europe)
$38.5K +$40K +598 New
PWAM
842
Private Wealth Asset Management
Iowa
$37.3K – – –
LFASL
843
Lugano Financial Advisors SA (LFA)
Switzerland
$37K – – –
LAS
844
Lloyd Advisory Services
Georgia
$32.8K +$34.1K +510 New
OP
845
ORG Partners
Indiana
$32.1K -$4.49K -67 -12%
TAM
846
Tucker Asset Management
Colorado
$31.6K +$32.9K +491 New
SWM
847
SHP Wealth Management
Massachusetts
$31.4K +$32.7K +489 New
CIM
848
Contravisory Investment Management
Massachusetts
$31.1K – – –
EF
849
Entrust Financial
Pennsylvania
$30.6K +$31.9K +476 New
T
850
TOBAM
France
$30K +$31.6K +472 New
32 33
34
35 36