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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
VT
901
Volterra Technologies
New York
$176K -$560K -6,728 -77%
IPAM
902
Investment Partners Asset Management
New Jersey
$175K +$167K +2,007 New
ACM
903
Accent Capital Management
Ohio
$167K – – –
NL
904
NVWM LLC
Pennsylvania
$158K -$416 -5 -0.3%
ST
905
Smithfield Trust
Pennsylvania
$148K – – –
WBC
906
Westpac Banking Corp
Australia
$145K +$12K +144 +9%
WT
907
Whittier Trust
California
$139K +$3.75K +45 +3%
SA
908
Strategic Advocates
Utah
$138K +$31.3K +376 +31%
AEPWM
909
Atlantic Edge Private Wealth Management
Florida
$129K +$120K +1,437 +2,874%
SAM
910
Smartleaf Asset Management
Massachusetts
$123K – – –
BHWM
911
Bay Harbor Wealth Management
Maryland
$121K -$13.6K -163 -10%
SS
912
SBI Securities
Japan
$121K -$4.74K -57 -4%
TCOT
913
Trust Company of Toledo
Ohio
$118K -$32.3K -388 -22%
VWA
914
Valued Wealth Advisors
Utah
$112K – – –
CF
915
Centaurus Financial
California
$112K +$107K +1,282 New
BIAS
916
Beacon Investment Advisory Services
New Jersey
$110K – – –
Q1WB
917
Quest 10 Wealth Builders
Virginia
$109K -$4.99K -60 -5%
LI
918
LRI Investments
Florida
$107K +$7.66K +92 +8%
MHR
919
Matthew Hamilton Rosenberg
$107K – – –
OL
920
OneFund LLC
Florida
$106K -$583 -7 -0.6%
CFB
921
Cullen/Frost Bankers
Texas
$103K -$1.25K -15 -1%
SWP
922
Strategic Wealth Partners
Ohio
$102K -$23.1K -278 -19%
C
923
Covestor
United Kingdom
$99K -$1.25K -15 -1%
EB
924
Eastern Bank
Massachusetts
$98.4K – – –
SSG
925
Summit Securities Group
New York
$93.7K +$83.6K +1,004 +1,375%
35 36
37
38 39