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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
776
Essex Financial Services
Connecticut
$421K +$19.4K +429 +5%
PJSIMP
777
P.J. Schmidt Investment Management (PJS)
Wisconsin
$420K +$444K +9,827 New
GFP
778
Gryphon Financial Partners
Ohio
$418K -$3.3K -73 -0.7%
CC
779
Centiva Capital
New York
$418K +$441K +9,778 New
BAM
780
Belpointe Asset Management
Nevada
$417K +$16K +355 +4%
Balyasny Asset Management
781
Balyasny Asset Management
Illinois
$417K +$40.3K +892 +10%
PHK
782
Point72 Hong Kong
Hong Kong
$415K +$375K +8,304 +591%
QAM
783
Quantres Asset Management
Cayman Islands
$415K +$438K +9,700 New
LWAC
784
Laurel Wealth Advisors (California)
California
$413K -$48.8K -1,080 -10%
TF
785
Tompkins Financial
New York
$411K – – –
RIA
786
Realta Investment Advisors
Delaware
$409K +$427K +9,462 New
S
787
SignatureFD
Georgia
$406K +$15.1K +334 +4%
BCM
788
Bayesian Capital Management
New York
$396K +$418K +9,261 New
PWM
789
Perigon Wealth Management
California
$395K +$85.1K +1,885 +28%
PA
790
Pinnacle Associates
New York
$393K +$415K +9,192 New
BFA
791
Bragg Financial Advisors
North Carolina
$389K – – –
DBRC
792
D.B. Root & Company
Pennsylvania
$388K +$94K +2,083 +30%
CCG
793
Ceeto Capital Group
Florida
$385K – – –
SIA
794
Starfire Investment Advisers
Michigan
$384K – – –
GPA
795
Garrison Point Advisors
California
$381K – – –
HA
796
Harfst & Associates
Wyoming
$380K +$112K +2,479 +39%
NA
797
Nottingham Advisors
New York
$377K -$49.7K -1,100 -11%
IA
798
IFG Advisory
Georgia
$377K -$16.4K -363 -4%
HSA
799
HBK Sorce Advisory
Pennsylvania
$377K +$24.2K +535 +6%
HWA
800
HCR Wealth Advisors
California
$374K -$1.24M -27,440 -79%