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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
EFMH
1001
E Fund Management (HK)
Hong Kong
$13.6K +$6.16K +74 +90%
DF
1002
Downshift Financial
Colorado
$13.4K +$12.8K +154 New
PAP
1003
Persistent Asset Partners
Hong Kong
$13.3K -$786K -9,442 -98%
QL
1004
Quarry LP
New York
$12.8K -$2.75K -33 -18%
JWA
1005
JFS Wealth Advisors
Pennsylvania
$12.4K +$250 +3 +2%
KAS
1006
Kemnay Advisory Services
New York
$12.4K +$2.16K +26 +22%
APFP
1007
Action Point Financial Planning
Michigan
$11.9K +$11.9K +143 New
MPW
1008
MASECO Private Wealth
$11.8K +$11.3K +136 New
JWM
1009
JPL Wealth Management
Colorado
$11.6K +$416 +5 +4%
SGFG
1010
Silver Grove Financial Group
New York
$11.3K +$10.8K +130 New
CT
1011
Colonial Trust
South Carolina
$11.1K -$1.42K -17 -12%
ADL
1012
Asset Dedication LLC
California
$10.8K – – –
FHC
1013
First Horizon Corporation
Tennessee
$10.8K – – –
AA
1014
Ancora Advisors
Ohio
$10.4K -$39.8K -478 -80%
NWMP
1015
Noble Wealth Management PBC
Colorado
$10.4K – – –
MBFW
1016
Morton Brown Family Wealth
Pennsylvania
$10.1K – – –
GSWM
1017
Golden State Wealth Management
California
$10K +$9.57K +115 New
AWM
1018
Abound Wealth Management
Tennessee
$9.59K -$4.08K -49 -31%
BIA
1019
Bell Investment Advisors
California
$9.57K +$499 +6 +6%
MAM
1020
Meeder Asset Management
Ohio
$9.23K -$639K -7,681 -99%
RWM
1021
RMG Wealth Management
Wisconsin
$9.17K – – –
AA
1022
Addison Advisors
Vermont
$9.05K – – –
CCM
1023
Chilton Capital Management
Texas
$8.7K – – –
CFM
1024
Cornerstone Financial Management
Massachusetts
$8.7K +$3.83K +46 +85%
TWD
1025
True Wealth Design
Ohio
$8.53K -$7.16K -86 -47%
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