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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
876
MB, Levis & Associates
Pennsylvania
$2.75K +$2.52K +40 New
RF
877
Rossby Financial
Florida
$2.54K +$2.33K +37 New
ICCON
878
Investment Counsel Company of Nevada
Nevada
$2.48K – – –
MCM
879
Manchester Capital Management
Vermont
$2.48K +$1.89K +30 +500%
OCM
880
Orion Capital Management
California
$2.48K – – –
S
881
Sachetta
Massachusetts
$2.41K +$2.2K +35 New
FMP
882
Financial Management Professionals
Texas
$2.2K – – –
BWL
883
Bogart Wealth LLC
Virginia
$2.2K +$503 +8 +33%
EP
884
Essential Partners
California
$2.06K +$881 +14 +88%
MA
885
Montag & Associates
Georgia
$2K -$189 -3 -9%
CCM
886
Cloud Capital Management
Washington
$2K +$2.01K +32 New
MAM
887
Marquette Asset Management
Minnesota
$2K +$1.82K +29 New
BIM
888
Breakwater Investment Management
Washington
$1.93K – – –
AP
889
Aspect Partners
Virginia
$1.79K +$1.64K +26 New
PWMG
890
Prestige Wealth Management Group
New Jersey
$1.65K – – –
DPW
891
DiNuzzo Private Wealth
Pennsylvania
$1.62K +$126 +2 +8%
PWA
892
Principia Wealth Advisory
Texas
$1.51K +$189 +3 +16%
RF
893
Roxbury Financial
New Jersey
$1.49K -$126 -2 -8%
OL
894
OneFund LLC
Florida
$1.45K +$1.32K +21 New
WA
895
Westfuller Advisors
New York
$1.31K +$1.2K +19 New
TFM
896
TFC Financial Management
Massachusetts
$1.24K +$881 +14 +350%
PMFA
897
Plante Moran Financial Advisors
Michigan
$1.17K +$1.07K +17 New
OAJ
898
Ogorek Anthony Joseph
New York
$1K – – –
HFS
899
Hughes Financial Services
Virginia
$854 – – –
QWM
900
Quaker Wealth Management
New Jersey
$826 -$101K -1,600 -99%
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37 38