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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
901
RMG Wealth Management
Wisconsin
$7.68K – – –
MBFW
902
Morton Brown Family Wealth
Pennsylvania
$7.46K – – –
EWP
903
Elevation Wealth Partners
California
$7.4K +$4.42K +66 +135%
RS
904
Rakuten Securities
Japan
$7.33K -$6.09K -91 -44%
BFS
905
Bare Financial Services
Pennsylvania
$7.33K – – –
AWM
906
Abound Wealth Management
Tennessee
$7.21K +$7.5K +112 New
RIL
907
Rothschild Investment LLC
Illinois
$7.2K -$870 -13 -10%
KAS
908
Kemnay Advisory Services
New York
$6.88K +$7.16K +107 New
BIA
909
Bell Investment Advisors
California
$6.69K – – –
AA
910
Addison Advisors
Vermont
$6.69K +$6.96K +104 New
ME
911
McIlrath & Eck
Washington
$6.48K – – –
BCM
912
Boreal Capital Management
Florida
$6.43K +$6.69K +100 New
HHMI
913
Howard Hughes Medical Institute
Maryland
$6.17K – – –
SS
914
Sunbelt Securities
Texas
$5.98K +$2.48K +37 +66%
RF
915
Roxbury Financial
New Jersey
$5.77K +$4.55K +68 +309%
TWD
916
True Wealth Design
Ohio
$5.55K +$134 +2 +2%
FHA
917
Flagship Harbor Advisors
Massachusetts
$5.14K -$886K -13,235 -99%
EI
918
EFG International
$5.14K +$5.36K +80 New
AGWCA
919
Annis Gardner Whiting Capital Advisors
Florida
$5.02K -$669 -10 -11%
CPG
920
Cornerstone Planning Group
New Jersey
$4.91K +$803 +12 +23%
TIM
921
Thompson Investment Management
Wisconsin
$4.63K – – –
PWA
922
Physician Wealth Advisors
Utah
$4.18K -$937 -14 -18%
FUBT
923
First United Bank & Trust
Maryland
$4.12K – – –
BWA
924
Basecamp Wealth Advisors
Washington
$4.05K +$4.22K +63 New
CSC
925
Caldwell Sutter Capital
California
$3.86K -$2.41K -36 -38%
35 36
37
38 39