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IBRX

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
376
Spire Wealth Management
Virginia
$2.36K -$1.73K -229 -46%
MPWT
377
MassMutual Private Wealth & Trust
Connecticut
$2.29K +$1.98K +262 New
KFAS
378
Keating Financial Advisory Services
Kansas
$1.45K +$265 +35 +27%
JWA
379
JFS Wealth Advisors
Pennsylvania
$1.38K +$1.2K +158 New
FFO
380
Fortitude Family Office
Arizona
$1.38K +$325 +43 +38%
TFA
381
Toth Financial Advisory
Virginia
$1.23K – – –
SIM
382
Synergy Investment Management
Florida
$1.17K – – –
SIC
383
SJS Investment Consulting
Ohio
$1.03K +$817 +108 +1,080%
BWS
384
Buck Wealth Strategies
Colorado
$937 +$810 +107 New
EP
385
Essential Partners
California
$928 – – –
IAIM
386
International Assets Investment Management
Florida
$920 – – –
PS
387
Planning Strategies
Pennsylvania
$876 +$757 +100 New
MSG
388
Main Street Group
Virginia
$788 – – –
BFS
389
Bare Financial Services
Pennsylvania
$665 -$401 -53 -41%
CCMI
390
Creative Capital Management Investments
California
$587 +$507 +67 New
MSWA
391
Marshall & Sterling Wealth Advisors
New York
$438 – – –
RWM
392
Rialto Wealth Management
New York
$438 – – –
DPW
393
DiNuzzo Private Wealth
Pennsylvania
$316 +$272 +36 New
HIA
394
HFM Investment Advisors
New Jersey
$246 +$212 +28 New
BHWM
395
Bay Harbor Wealth Management
Maryland
$236 +$151 +20 +286%
CA
396
CoreCap Advisors
Michigan
$201 – – –
LI
397
LRI Investments
Florida
$149 +$129 +17 New
PA
398
Parallel Advisors
California
$149 +$129 +17 New
GCM
399
Gunpowder Capital Management
Maryland
$131 – – –
DF
400
DecisionPoint Financial
Arizona
$65 +$53 +7 New
14 15
16
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