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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
1101
Delos Wealth Advisors
Texas
$436 +$416 +5 New
SA
1102
Seneschal Advisors
Washington
$349 – – –
TFM
1103
TFC Financial Management
Massachusetts
$349 – – –
HIA
1104
Highland Investment Advisors
Florida
$348 +$333 +4 New
MWM
1105
Mosley Wealth Management
California
$348 +$333 +4 New
WAG
1106
Wilkerson Advisory Group
Missouri
$348 +$333 +4 New
GBT
1107
Grove Bank & Trust
Florida
$261 +$250 +3 New
MWA
1108
Medallion Wealth Advisors
Connecticut
$174 +$166 +2 New
CI
1109
Cordant Inc
Oregon
$122 +$83 +1 New
DF
1110
DecisionPoint Financial
Arizona
$94 +$83 +1 New
GPFA
1111
Game Plan Financial Advisors
Ohio
$87 +$83 +1 New
ACL
1112
Azora Capital LP
Florida
– -$14.2M -211,418 Closed
CIA
1113
Capital Impact Advisors
Massachusetts
– -$11.2M -166,843 Closed
CA
1114
CSM Advisors
Pennsylvania
– -$4.68M -69,834 Closed
YIH
1115
Y-Intercept (HK)
Hong Kong
– -$4.42M -65,834 Closed
CLGM
1116
Capitolis Liquid Global Markets
New York
– -$2.36M -35,176 Closed
VIA
1117
Virtus Investment Advisers
Connecticut
– -$1.69M -25,142 Closed
PFO
1118
PMC FIG Opportunities
Israel
– -$1.63M -24,307 Closed
HCMT
1119
Highland Capital Management (Tennessee)
Tennessee
– -$1.4M -20,834 Closed
IQI
1120
Integrated Quantitative Investments
Washington
– -$1.3M -19,453 Closed
SPS
1121
Susquehanna Portfolio Strategies
Pennsylvania
– -$1.11M -16,540 Closed
OQS
1122
Occudo Quantitative Strategies
Florida
– -$1.26M -15,869 Closed
FF
1123
Friedenthal Financial
New Jersey
– -$996K -14,848 Closed
IG
1124
ING Group
Netherlands
– -$952K -14,189 Closed
S2L
1125
Sparta 24 Ltd
Israel
– -$939K -14,000 Closed
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