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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
901
Cornerstone Planning Group
New Jersey
$13.5K +$6.92K +97 +149%
HIA
902
Harbor Investment Advisory
Maryland
$13.4K -$7.14K -100 -33%
CTC
903
Cetera Trust Company
Minnesota
$13.4K – – –
SGK
904
Steigerwald Gordon & Koch
Virginia
$13.1K – – –
First Command Advisory Services
905
First Command Advisory Services
Texas
$12.8K +$13.6K +191 New
TWD
906
True Wealth Design
Ohio
$12.3K +$7K +98 +114%
BGAI
907
Bruce G. Allen Investments
Colorado
$12.1K – – –
QL
908
Quarry LP
New York
$12.1K +$12.8K +180 New
SL
909
Salomon & Ludwin
Virginia
$11.7K – – –
IWM
910
IMG Wealth Management
Florida
$11.1K +$11.8K +165 New
AWM
911
Abound Wealth Management
Tennessee
$10.7K +$3.35K +47 +42%
TGY2IT
912
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$10.4K +$11.1K +155 New
BOK Financial
913
BOK Financial
Oklahoma
$9.79K +$10.4K +146 New
CT
914
Colonial Trust
South Carolina
$9.72K +$1.21K +17 +13%
JWA
915
JFS Wealth Advisors
Pennsylvania
$9.32K +$214 +3 +2%
JWM
916
JPL Wealth Management
Colorado
$8.59K +$9.14K +128 New
RWM
917
RMG Wealth Management
Wisconsin
$8.49K – – –
FHC
918
First Horizon Corporation
Tennessee
$8.32K -$6.28K -88 -42%
ADL
919
Asset Dedication LLC
California
$8.32K – – –
WWM
920
Wolff Wiese Magana
California
$8.32K – – –
NWMP
921
Noble Wealth Management PBC
Colorado
$8.05K – – –
MBFW
922
Morton Brown Family Wealth
Pennsylvania
$7.78K – – –
KAS
923
Kemnay Advisory Services
New York
$7.78K +$642 +9 +8%
EWP
924
Elevation Wealth Partners
California
$7.71K – – –
AA
925
Addison Advisors
Vermont
$6.98K – – –