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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
851
Close Asset Management
United Kingdom
$53K – – –
SN
852
Sittner & Nelson
Oregon
$52.9K – – –
RWM
853
Rialto Wealth Management
New York
$52K +$642 +9 +1%
WSFG
854
Wall Street Financial Group
Illinois
$48K +$51.1K +716 New
FFO
855
Fortitude Family Office
Arizona
$45.1K +$3K +42 +7%
ZBNA
856
Zions Bancorporation, National Association
Utah
$44.8K +$22K +308 +86%
NEWAS
857
N.E.W. Advisory Services
Wisconsin
$42.4K – – –
PPC
858
Park Place Capital
Alabama
$40.8K +$43.4K +608 New
EPIME
859
Evelyn Partners Investment Management (Europe)
$40.1K – – –
AA
860
Ancora Advisors
Ohio
$40.1K +$21.2K +297 +99%
LFASL
861
Lugano Financial Advisors SA (LFA)
Switzerland
$38.6K – – –
PWAM
862
Private Wealth Asset Management
Iowa
$38.4K -$571 -8 -1%
AGWCA
863
Annis Gardner Whiting Capital Advisors
Florida
$35.8K +$32.5K +456 +585%
SWM
864
SHP Wealth Management
Massachusetts
$34.9K +$2.21K +31 +6%
CIM
865
Contravisory Investment Management
Massachusetts
$32.5K – – –
TFIPS
866
Towarzystwo Funduszy Inwestycyjnych PZU SA
$31.9K -$24.3K -340 -42%
EF
867
Entrust Financial
Pennsylvania
$31.5K -$428 -6 -1%
RIL
868
Rothschild Investment LLC
Illinois
$31.5K +$25.6K +358 +320%
IAS
869
IMA Advisory Services
Colorado
$31.5K +$1.07K +15 +3%
CA
870
CoreCap Advisors
Michigan
$31.3K +$14.9K +209 +81%
WSFS
871
Wilmington Savings Fund Society
Delaware
$30.3K +$32.3K +452 New
TPWA
872
Twin Peaks Wealth Advisors
California
$27.4K +$29.2K +409 New
SFS
873
Sunrise Financial Services
Washington
$27.1K – – –
MMCM
874
Murphy & Mullick Capital Management
New York
$26.8K – – –
BTI
875
Blue Trust Inc
Georgia
$26.3K -$20K -280 -42%
33 34
35
36 37