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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
IPS
951
Investors Portfolio Services
Washington
$1.55K +$1.61K +24 New
PWMG
952
Prestige Wealth Management Group
New Jersey
$1.54K – – –
PWA
953
Principia Wealth Advisory
Texas
$1.35K -$67 -1 -5%
FMP
954
Financial Management Professionals
Texas
$1.29K -$803 -12 -38%
TSMHT
955
Thurston Springer Miller Herd & Titak
Indiana
$1.29K +$1.34K +20 New
MA
956
Montag & Associates
Georgia
$1.22K -$669 -10 -34%
SIC
957
SJS Investment Consulting
Ohio
$1.16K +$669 +10 +125%
QWM
958
Quaker Wealth Management
New Jersey
$1.03K +$268 +4 +33%
OC
959
Optima Capital
Oregon
$1.03K +$1.07K +16 New
OAJ
960
Ogorek Anthony Joseph
New York
$1K – – –
WA
961
WestEnd Advisors
North Carolina
$965 +$335 +5 +50%
ACA
962
American Capital Advisory
Idaho
$837 +$134 +2 +18%
APW
963
Atlantic Private Wealth
North Carolina
$773 +$803 +12 New
HFS
964
Hughes Financial Services
Virginia
$772 – – –
WA
965
Westfuller Advisors
New York
$707 -$536 -8 -42%
CIAS
966
CBIZ Investment Advisory Services
Ohio
$643 – – –
CIAM
967
Caitong International Asset Management
Hong Kong
$579 +$602 +9 New
HNW
968
High Note Wealth
Minnesota
$514 +$268 +4 +100%
NSIM
969
North Star Investment Management
Illinois
$514 +$536 +8 New
FAMI
970
Fideuram Asset Management (Ireland)
$386 +$402 +6 New
MCM
971
Manchester Capital Management
Vermont
$258 -$2.14K -32 -89%
TFM
972
TFC Financial Management
Massachusetts
$258 -$937 -14 -78%
MCM
973
MV Capital Management
Maryland
$258 – – –
SA
974
Seneschal Advisors
Washington
$258 – – –
AG
975
AmeriFlex Group
Nevada
$257 -$268 -4 -50%
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