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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
Smartleaf Asset Management
826
Smartleaf Asset Management
Massachusetts
$88.8K +$9.14K +128 +10%
Sterling Capital Management
827
Sterling Capital Management
North Carolina
$88.3K -$26.8K -376 -22%
Q1WB
828
Quest 10 Wealth Builders
Virginia
$87.7K – – –
VWA
829
Valued Wealth Advisors
Utah
$86.5K – – –
BIAS
830
Beacon Investment Advisory Services
New Jersey
$84.8K +$90.2K +1,264 New
RFP
831
Root Financial Partners
California
$83.8K +$60.7K +850 +213%
OL
832
OneFund LLC
Florida
$83.1K +$78.1K +1,094 +842%
MHR
833
Matthew Hamilton Rosenberg
$82.1K – – –
SA
834
Strategic Advocates
Utah
$80.8K +$86K +1,205 New
Cullen/Frost Bankers
835
Cullen/Frost Bankers
Texas
$80.7K -$16K -224 -16%
C
836
Covestor
United Kingdom
$77K -$286 -4 -0.3%
T
837
TOBAM
France
$77K +$47.8K +670 +142%
LI
838
LRI Investments
Florida
$76.1K -$169K -2,362 -68%
Eastern Bank
839
Eastern Bank
Massachusetts
$75.8K +$60.7K +850 +304%
MassMutual Private Wealth & Trust
840
MassMutual Private Wealth & Trust
Connecticut
$71.2K -$20.8K -292 -22%
DIP
841
DT Investment Partners
Pennsylvania
$67.6K -$39.1K -548 -35%
ATC
842
Adirondack Trust Company
New York
$67.1K – – –
AF
843
Advisornet Financial
Minnesota
$66.2K +$47.8K +670 +211%
CFD
844
Creative Financial Designs
Indiana
$63K – – –
EC
845
Elequin Capital
New York
$59.2K +$63K +883 New
OCWP
846
Owl Creek Wealth Partners
Colorado
$56.3K +$59.9K +839 New
Harbour Investments
847
Harbour Investments
Wisconsin
$55.3K +$31.7K +444 +117%
DWM
848
Darwin Wealth Management
Florida
$54.7K +$71 +1 +0.1%
SC
849
Solstein Capital
California
$53.7K – – –
SIS
850
Strategic Investment Solutions
Illinois
$53.7K +$57.1K +800 New