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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
KFAS
1001
Keating Financial Advisory Services
Kansas
$16.5K +$7.24K +87 +84%
SL
1002
Salomon & Ludwin
Virginia
$16.1K – – –
BLC
1003
Brown, Lisle/Cummings
Rhode Island
$15.9K -$2.66K -32 -15%
EWP
1004
Elevation Wealth Partners
California
$15.8K +$5.49K +66 +57%
BGAI
1005
Bruce G. Allen Investments
Colorado
$15.7K – – –
RF
1006
Rossby Financial
Florida
$14.7K -$95.7K -1,150 -87%
EFMH
1007
E Fund Management (HK)
Hong Kong
$13.6K +$6.16K +74 +90%
DF
1008
Downshift Financial
Colorado
$13.4K +$12.8K +154 New
PAP
1009
Persistent Asset Partners
Hong Kong
$13.3K -$786K -9,442 -98%
QL
1010
Quarry LP
New York
$12.8K -$2.75K -33 -18%
JWA
1011
JFS Wealth Advisors
Pennsylvania
$12.4K +$250 +3 +2%
KAS
1012
Kemnay Advisory Services
New York
$12.4K +$2.16K +26 +22%
APFP
1013
Action Point Financial Planning
Michigan
$11.9K +$11.9K +143 New
MPW
1014
MASECO Private Wealth
$11.8K +$11.3K +136 New
JWM
1015
JPL Wealth Management
Colorado
$11.6K +$416 +5 +4%
SGFG
1016
Silver Grove Financial Group
New York
$11.3K +$10.8K +130 New
CT
1017
Colonial Trust
South Carolina
$11.1K -$1.42K -17 -12%
ADL
1018
Asset Dedication LLC
California
$10.8K – – –
FHC
1019
First Horizon Corporation
Tennessee
$10.8K – – –
AA
1020
Ancora Advisors
Ohio
$10.4K -$39.8K -478 -80%
NWMP
1021
Noble Wealth Management PBC
Colorado
$10.4K – – –
MBFW
1022
Morton Brown Family Wealth
Pennsylvania
$10.1K – – –
GSWM
1023
Golden State Wealth Management
California
$10K +$9.57K +115 New
AWM
1024
Abound Wealth Management
Tennessee
$9.59K -$4.08K -49 -31%
BIA
1025
Bell Investment Advisors
California
$9.57K +$499 +6 +6%
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