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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
M
1101
MOTCO
Texas
$870 +$832 +10 New
WA
1102
Westfuller Advisors
New York
$783 -$166 -2 -18%
DWM
1103
Dogwood Wealth Management
Kansas
$783 +$499 +6 +200%
VNA
1104
Valley National Advisers
Pennsylvania
$697 +$666 +8 New
PMFA
1105
Plante Moran Financial Advisors
Michigan
$696 +$666 +8 New
HIA
1106
HFM Investment Advisors
New Jersey
$610 +$333 +4 +133%
CCMI
1107
Creative Capital Management Investments
California
$522 +$499 +6 New
DWA
1108
Delos Wealth Advisors
Texas
$436 +$416 +5 New
SA
1109
Seneschal Advisors
Washington
$349 – – –
TFM
1110
TFC Financial Management
Massachusetts
$349 – – –
HIA
1111
Highland Investment Advisors
Florida
$348 +$333 +4 New
MWM
1112
Mosley Wealth Management
California
$348 +$333 +4 New
WAG
1113
Wilkerson Advisory Group
Missouri
$348 +$333 +4 New
GBT
1114
Grove Bank & Trust
Florida
$261 +$250 +3 New
MWA
1115
Medallion Wealth Advisors
Connecticut
$174 +$166 +2 New
CI
1116
Cordant Inc
Oregon
$122 +$83 +1 New
DF
1117
DecisionPoint Financial
Arizona
$94 +$83 +1 New
GPFA
1118
Game Plan Financial Advisors
Ohio
$87 +$83 +1 New
ACL
1119
Azora Capital LP
Florida
– -$14.2M -211,418 Closed
CIA
1120
Capital Impact Advisors
Massachusetts
– -$11.2M -166,843 Closed
CA
1121
CSM Advisors
Pennsylvania
– -$4.68M -69,834 Closed
YIH
1122
Y-Intercept (HK)
Hong Kong
– -$4.42M -65,834 Closed
CLGM
1123
Capitolis Liquid Global Markets
New York
– -$2.36M -35,176 Closed
VIA
1124
Virtus Investment Advisers
Connecticut
– -$1.69M -25,142 Closed
PFO
1125
PMC FIG Opportunities
Israel
– -$1.63M -24,307 Closed
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