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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
ML
851
McAdam LLC
Pennsylvania
$238K +$228K +2,739 New
LBC
852
Lowe Brockenbrough & Co
Virginia
$237K +$227K +2,724 New
DC
853
Diametric Capital
Massachusetts
$235K +$225K +2,705 New
CFP
854
Cascade Financial Partners
California
$235K +$225K +2,700 New
KWM
855
Keebeck Wealth Management
Illinois
$234K +$224K +2,693 New
OAM
856
Oxford Asset Management
United Kingdom
$234K -$382K -4,591 -63%
VEM
857
Vann Equity Management
Texas
$233K +$223K +2,676 New
ONB
858
Old National Bancorp
Indiana
$232K +$222K +2,670 New
CRI
859
Colonial River Investments
Virginia
$231K +$221K +2,655 New
JF
860
Jump Financial
Illinois
$230K -$11.2M -134,148 -98%
MM
861
MQS Management
New York
$229K +$219K +2,635 New
BFWA
862
Benchmark Financial Wealth Advisors
Florida
$228K +$218K +2,623 New
FFA
863
Founders Financial Alliance
North Carolina
$227K +$217K +2,612 New
AHL
864
Abel Hall LLC
Louisiana
$226K +$216K +2,600 New
ET
865
Entropy Technologies
New York
$226K +$216K +2,592 New
AAM
866
Alphadyne Asset Management
New York
$225K +$215K +2,582 New
S
867
Storgate
Texas
$224K +$214K +2,568 New
CWP
868
Curated Wealth Partners
California
$221K -$55.7K -669 -21%
EFS
869
Essex Financial Services
Connecticut
$221K +$211K +2,539 New
SG
870
StoneX Group
New York
$219K +$209K +2,516 New
UCB
871
United Community Bank
South Carolina
$219K +$832 +10 +0.4%
GIA
872
GHP Investment Advisors
Colorado
$218K – – –
SAM
873
Sagewood Asset Management
New York
$217K +$208K +2,496 New
GWM
874
Greenline Wealth Management
Florida
$215K +$206K +2,475 New
RPGK
875
Retirement Planning Group (Kansas)
Kansas
$215K +$205K +2,469 New
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35
36 37