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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
PS
1076
Planning Strategies
Pennsylvania
$2.96K +$2.83K +34 New
SFG
1077
Strive Financial Group
Indiana
$2.87K – – –
GSEP
1078
Golden State Equity Partners
California
$2.52K -$407K -4,889 -99%
WETS
1079
Wealth Enhancement Trust Services
South Dakota
$2.52K +$2.41K +29 New
HNW
1080
High Note Wealth
Minnesota
$2.18K -$832 -10 -29%
DPW
1081
DiNuzzo Private Wealth
Pennsylvania
$2.18K – – –
IPS
1082
Investors Portfolio Services
Washington
$2.09K – – –
PWMG
1083
Prestige Wealth Management Group
New Jersey
$2.09K – – –
AWM
1084
Activest Wealth Management
Florida
$2K -$136K -1,640 -99%
OAJ
1085
Ogorek Anthony Joseph
New York
$2K – – –
TAP
1086
Tounjian Advisory Partners
Florida
$1.83K +$1.75K +21 New
RS
1087
Rakuten Securities
Japan
$1.74K -$1.08K -13 -39%
TSMHT
1088
Thurston Springer Miller Herd & Titak
Indiana
$1.74K – – –
MA
1089
Montag & Associates
Georgia
$1.66K – – –
DCM
1090
Davis Capital Management
Florida
$1.65K +$1.25K +15 +375%
CA
1091
Continuum Advisory
Idaho
$1.65K +$1.58K +19 New
WA
1092
WestEnd Advisors
North Carolina
$1.39K +$83 +1 +7%
CIA
1093
Cape Investment Advisory
Georgia
$1.39K +$1.33K +16 New
BCV
1094
Banque Cantonale Vaudoise
Switzerland
$1.39K +$646K +7,760 +95%
QWM
1095
Quaker Wealth Management
New Jersey
$1.31K -$166 -2 -12%
MCM
1096
MV Capital Management
Maryland
$1.22K +$832 +10 +250%
GWM
1097
Geneos Wealth Management
Colorado
$1.22K +$1.17K +14 New
Vanguard Advisers Inc
1098
Vanguard Advisers Inc
Pennsylvania
$1.22K +$1.17K +14 New
NSIM
1099
North Star Investment Management
Illinois
$1.13K – – –
APW
1100
Atlantic Private Wealth
North Carolina
$1.05K – – –