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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
826
Sterling Capital Management
North Carolina
$88.3K -$26.8K -376 -22%
Q1WB
827
Quest 10 Wealth Builders
Virginia
$87.7K – – –
VWA
828
Valued Wealth Advisors
Utah
$86.5K – – –
BIAS
829
Beacon Investment Advisory Services
New Jersey
$84.8K +$90.2K +1,264 New
RFP
830
Root Financial Partners
California
$83.8K +$60.7K +850 +213%
OL
831
OneFund LLC
Florida
$83.1K +$78.1K +1,094 +842%
MHR
832
Matthew Hamilton Rosenberg
$82.1K – – –
SA
833
Strategic Advocates
Utah
$80.8K +$86K +1,205 New
CFB
834
Cullen/Frost Bankers
Texas
$80.7K -$16K -224 -16%
C
835
Covestor
United Kingdom
$77K -$286 -4 -0.3%
T
836
TOBAM
France
$77K +$47.8K +670 +142%
LI
837
LRI Investments
Florida
$76.1K -$169K -2,362 -68%
EB
838
Eastern Bank
Massachusetts
$75.8K +$60.7K +850 +304%
MPWT
839
MassMutual Private Wealth & Trust
Connecticut
$71.2K -$20.8K -292 -22%
DIP
840
DT Investment Partners
Pennsylvania
$67.6K -$39.1K -548 -35%
ATC
841
Adirondack Trust Company
New York
$67.1K – – –
AF
842
Advisornet Financial
Minnesota
$66.2K +$47.8K +670 +211%
CFD
843
Creative Financial Designs
Indiana
$63K – – –
EC
844
Elequin Capital
New York
$59.2K +$63K +883 New
OCWP
845
Owl Creek Wealth Partners
Colorado
$56.3K +$59.9K +839 New
HI
846
Harbour Investments
Wisconsin
$55.3K +$31.7K +444 +117%
DWM
847
Darwin Wealth Management
Florida
$54.7K +$71 +1 +0.1%
SC
848
Solstein Capital
California
$53.7K – – –
SIS
849
Strategic Investment Solutions
Illinois
$53.7K +$57.1K +800 New
CHC
850
City Holding Co
West Virginia
$53.6K – – –
32 33
34
35 36