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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
901
Smithfield Trust
Pennsylvania
$148K – – –
WBC
902
Westpac Banking Corp
Australia
$145K +$12K +144 +9%
WT
903
Whittier Trust
California
$139K +$3.75K +45 +3%
SA
904
Strategic Advocates
Utah
$138K +$31.3K +376 +31%
AEPWM
905
Atlantic Edge Private Wealth Management
Florida
$129K +$120K +1,437 +2,874%
SAM
906
Smartleaf Asset Management
Massachusetts
$123K – – –
BHWM
907
Bay Harbor Wealth Management
Maryland
$121K -$13.6K -163 -10%
SS
908
SBI Securities
Japan
$121K -$4.74K -57 -4%
TCOT
909
Trust Company of Toledo
Ohio
$118K -$32.3K -388 -22%
VWA
910
Valued Wealth Advisors
Utah
$112K – – –
CF
911
Centaurus Financial
California
$112K +$107K +1,282 New
BIAS
912
Beacon Investment Advisory Services
New Jersey
$110K – – –
Q1WB
913
Quest 10 Wealth Builders
Virginia
$109K -$4.99K -60 -5%
LI
914
LRI Investments
Florida
$107K +$7.66K +92 +8%
MHR
915
Matthew Hamilton Rosenberg
$107K – – –
OL
916
OneFund LLC
Florida
$106K -$583 -7 -0.6%
CFB
917
Cullen/Frost Bankers
Texas
$103K -$1.25K -15 -1%
SWP
918
Strategic Wealth Partners
Ohio
$102K -$23.1K -278 -19%
C
919
Covestor
United Kingdom
$99K -$1.25K -15 -1%
EB
920
Eastern Bank
Massachusetts
$98.4K – – –
SSG
921
Summit Securities Group
New York
$93.7K +$83.6K +1,004 +1,375%
HI
922
Harbour Investments
Wisconsin
$93.3K +$20.6K +248 +30%
MPWT
923
MassMutual Private Wealth & Trust
Connecticut
$91.9K -$416 -5 -0.5%
ACA
924
Atlas Capital Advisors
Wyoming
$91.1K +$87.1K +1,047 New
T
925
TOBAM
France
$90K -$9.07K -109 -10%
35 36
37
38 39