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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
1051
Caldwell Sutter Capital
California
$5.22K – – –
SC
1052
SouthState Corp
Florida
$5.14K – – –
EP
1053
Essential Partners
California
$5.13K -$749 -9 -13%
IA
1054
IFG Advisory
Georgia
$4.54K +$4.33K +52 New
AW
1055
Ankerstar Wealth
Texas
$4.53K – – –
OCM
1056
Osbon Capital Management
Massachusetts
$4.53K – – –
BWL
1057
Bogart Wealth LLC
Virginia
$4.36K +$1.25K +15 +43%
TCM
1058
TD Capital Management
Tennessee
$4.22K – – –
CAL
1059
Capital Advisors Ltd
Ohio
$4K – – –
DF
1060
Dunhill Financial
United Kingdom
$3.9K – – –
TCM
1061
Triumph Capital Management
Colorado
$3.83K – – –
HFS
1062
Hughes Financial Services
Virginia
$3.66K +$1.58K +19 +83%
ACA
1063
American Capital Advisory
Idaho
$3.57K +$832 +10 +32%
PB
1064
Prosperity Bancshares
Texas
$3.57K +$3.41K +41 New
TVWM
1065
Tower View Wealth Management
Wisconsin
$3.48K -$4.99K -60 -60%
FC
1066
Financial Consulate
Maryland
$3.48K +$250 +3 +8%
RWM
1067
Raffa Wealth Management
District of Columbia
$3.31K +$166 +2 +6%
GG
1068
Gleason Group
Kentucky
$3.31K +$3.16K +38 New
WBWA
1069
William B. Walkup & Associates
South Carolina
$3.22K +$3.08K +37 New
SIC
1070
SJS Investment Consulting
Ohio
$3.14K – – –
ICCON
1071
Investment Counsel Company of Nevada
Nevada
$3.13K – – –
OCM
1072
Orion Capital Management
California
$3.13K – – –
CAM
1073
Chesapeake Asset Management
New York
$3.13K +$3K +36 New
MCM
1074
Manchester Capital Management
Vermont
$3.05K -$83 -1 -3%
PWA
1075
Principia Wealth Advisory
Texas
$3.05K +$416 +5 +17%
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