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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWS
926
Buck Wealth Strategies
Colorado
$88.4K +$84.6K +1,016 New
DIP
927
DT Investment Partners
Pennsylvania
$87.7K – – –
ATC
928
Adirondack Trust Company
New York
$87K – – –
AF
929
Advisornet Financial
Minnesota
$83.3K -$2.58K -31 -3%
CFD
930
Creative Financial Designs
Indiana
$81.8K – – –
PTC
931
Private Trust Company
Ohio
$78.3K -$57.8K -695 -44%
EC
932
Elequin Capital
New York
$76.9K – – –
OCWP
933
Owl Creek Wealth Partners
Colorado
$76.5K +$3.33K +40 +5%
EWM
934
Evermay Wealth Management
Virginia
$72.7K +$69.5K +835 New
DWM
935
Darwin Wealth Management
Florida
$71.1K +$83 +1 +0.1%
CHC
936
City Holding Co
West Virginia
$69.6K – – –
SC
937
Solstein Capital
California
$69.6K – – –
SIS
938
Strategic Investment Solutions
Illinois
$69.6K – – –
SN
939
Sittner & Nelson
Oregon
$69.3K +$666 +8 +1%
RWM
940
Rialto Wealth Management
New York
$67.4K -$83 -1 -0.1%
MUMSS
941
Mitsubishi UFJ Morgan Stanley Securities
Japan
$66.3K -$172K -2,071 -73%
VL
942
Vima LLC
Michigan
$63.7K +$60.9K +732 New
FMP
943
Financial Management Professionals
Texas
$62.9K +$58.3K +700 +3,043%
ZBNA
944
Zions Bancorporation, National Association
Utah
$60.3K +$2.08K +25 +4%
CAM
945
Close Asset Management
United Kingdom
$60K -$8.32K -100 -13%
FFO
946
Fortitude Family Office
Arizona
$59K +$416 +5 +0.7%
NEWAS
947
N.E.W. Advisory Services
Wisconsin
$56.2K +$1.17K +14 +2%
PPC
948
Park Place Capital
Alabama
$52.9K – – –
MMCM
949
Murphy & Mullick Capital Management
New York
$52.2K +$16.6K +200 +50%
LFASL
950
Lugano Financial Advisors SA (LFA)
Switzerland
$50.1K – – –
36 37
38
39 40