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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
S
1026
Sachetta
Massachusetts
$8.36K +$2K +24 +33%
APW
1027
Aventura Private Wealth
Florida
$8.36K +$7.99K +96 New
PWA
1028
Physician Wealth Advisors
Utah
$8.1K +$1.67K +20 +27%
WWM
1029
Wolff Wiese Magana
California
$8.01K -$2.66K -32 -26%
AW
1030
Avion Wealth
Texas
$8K +$1.83K +22 +29%
RF
1031
Roxbury Financial
New Jersey
$7.68K -$83 -1 -1%
BFS
1032
Bare Financial Services
Pennsylvania
$7.66K – – –
KG
1033
Kilter Group
New York
$7.22K +$2K +24 +41%
BWA
1034
Basecamp Wealth Advisors
Washington
$7.22K +$1.67K +20 +32%
BW
1035
Basepoint Wealth
Iowa
$7.06K – – –
JGCM
1036
Joseph Group Capital Management
Ohio
$7.05K +$6.74K +81 New
TIM
1037
Thompson Investment Management
Wisconsin
$6.27K – – –
HWM
1038
HighMark Wealth Management
Minnesota
$6.27K +$1.25K +15 +26%
CCWM
1039
Cassaday & Co Wealth Management
Virginia
$6.02K – – –
FUBT
1040
First United Bank & Trust
Maryland
$5.57K – – –
CSB
1041
City State Bank
Iowa
$5.57K +$5.33K +64 New
CTB
1042
Country Trust Bank
Illinois
$5.48K +$5.24K +63 New
MA
1043
MCF Advisors
Kentucky
$5.22K – – –
CSC
1044
Caldwell Sutter Capital
California
$5.22K – – –
SC
1045
SouthState Corp
Florida
$5.14K – – –
EP
1046
Essential Partners
California
$5.13K -$749 -9 -13%
IA
1047
IFG Advisory
Georgia
$4.54K +$4.33K +52 New
AW
1048
Ankerstar Wealth
Texas
$4.53K – – –
OCM
1049
Osbon Capital Management
Massachusetts
$4.53K – – –
BWL
1050
Bogart Wealth LLC
Virginia
$4.36K +$1.25K +15 +43%
40 41
42
43 44