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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1026
Meeder Asset Management
Ohio
$9.23K -$639K -7,681 -99%
RWM
1027
RMG Wealth Management
Wisconsin
$9.17K – – –
AA
1028
Addison Advisors
Vermont
$9.05K – – –
CCM
1029
Chilton Capital Management
Texas
$8.7K – – –
CFM
1030
Cornerstone Financial Management
Massachusetts
$8.7K +$3.83K +46 +85%
TWD
1031
True Wealth Design
Ohio
$8.53K -$7.16K -86 -47%
PFBT
1032
Parkside Financial Bank & Trust
Missouri
$8.44K -$250 -3 -3%
S
1033
Sachetta
Massachusetts
$8.36K +$2K +24 +33%
APW
1034
Aventura Private Wealth
Florida
$8.36K +$7.99K +96 New
PWA
1035
Physician Wealth Advisors
Utah
$8.1K +$1.67K +20 +27%
WWM
1036
Wolff Wiese Magana
California
$8.01K -$2.66K -32 -26%
AW
1037
Avion Wealth
Texas
$8K +$1.83K +22 +29%
RF
1038
Roxbury Financial
New Jersey
$7.68K -$83 -1 -1%
BFS
1039
Bare Financial Services
Pennsylvania
$7.66K – – –
KG
1040
Kilter Group
New York
$7.22K +$2K +24 +41%
BWA
1041
Basecamp Wealth Advisors
Washington
$7.22K +$1.67K +20 +32%
BW
1042
Basepoint Wealth
Iowa
$7.06K – – –
JGCM
1043
Joseph Group Capital Management
Ohio
$7.05K +$6.74K +81 New
TIM
1044
Thompson Investment Management
Wisconsin
$6.27K – – –
HWM
1045
HighMark Wealth Management
Minnesota
$6.27K +$1.25K +15 +26%
CCWM
1046
Cassaday & Co Wealth Management
Virginia
$6.02K – – –
FUBT
1047
First United Bank & Trust
Maryland
$5.57K – – –
CSB
1048
City State Bank
Iowa
$5.57K +$5.33K +64 New
CTB
1049
Country Trust Bank
Illinois
$5.48K +$5.24K +63 New
MA
1050
MCF Advisors
Kentucky
$5.22K – – –
40 41
42
43 44