We are live on ! Find out more
IBKR icon

Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
901
Harbor Investment Advisory
Maryland
$13.4K -$7.14K -100 -33%
CTC
902
Cetera Trust Company
Minnesota
$13.4K – – –
SGK
903
Steigerwald Gordon & Koch
Virginia
$13.1K – – –
FCAS
904
First Command Advisory Services
Texas
$12.8K +$13.6K +191 New
TWD
905
True Wealth Design
Ohio
$12.3K +$7K +98 +114%
BGAI
906
Bruce G. Allen Investments
Colorado
$12.1K – – –
QL
907
Quarry LP
New York
$12.1K +$12.8K +180 New
SL
908
Salomon & Ludwin
Virginia
$11.7K – – –
IWM
909
IMG Wealth Management
Florida
$11.1K +$11.8K +165 New
AWM
910
Abound Wealth Management
Tennessee
$10.7K +$3.35K +47 +42%
TGY2IT
911
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$10.4K +$11.1K +155 New
BF
912
BOK Financial
Oklahoma
$9.79K +$10.4K +146 New
CT
913
Colonial Trust
South Carolina
$9.72K +$1.21K +17 +13%
JWA
914
JFS Wealth Advisors
Pennsylvania
$9.32K +$214 +3 +2%
JWM
915
JPL Wealth Management
Colorado
$8.59K +$9.14K +128 New
RWM
916
RMG Wealth Management
Wisconsin
$8.49K – – –
FHC
917
First Horizon Corporation
Tennessee
$8.32K -$6.28K -88 -42%
ADL
918
Asset Dedication LLC
California
$8.32K – – –
WWM
919
Wolff Wiese Magana
California
$8.32K – – –
NWMP
920
Noble Wealth Management PBC
Colorado
$8.05K – – –
MBFW
921
Morton Brown Family Wealth
Pennsylvania
$7.78K – – –
KAS
922
Kemnay Advisory Services
New York
$7.78K +$642 +9 +8%
EWP
923
Elevation Wealth Partners
California
$7.71K – – –
AA
924
Addison Advisors
Vermont
$6.98K – – –
BIA
925
Bell Investment Advisors
California
$6.98K – – –
35 36
37
38 39