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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
KLCM
1151
KG&L Capital Management
Louisiana
$587K +$595K +9,061 New
OPCM
1152
Osborne Partners Capital Management
California
$585K
KA
1153
Kearns & Associates
California
$583K
NP
1154
NorthRock Partners
Minnesota
$582K -$31.7K -483 -5%
FWTB
1155
First Western Trust Bank
Colorado
$582K -$59.6K -907 -9%
SAM
1156
Sompo Asset Management
Japan
$580K +$588K +8,950 New
BFM
1157
Boothbay Fund Management
New York
$577K +$246K +3,739 +72%
HBS
1158
Howard Bailey Securities
Indiana
$575K +$583K +8,875 New
KWM
1159
Keebeck Wealth Management
Illinois
$575K +$6.7K +102 +1%
LCM
1160
Lazari Capital Management
California
$573K -$23.7K -361 -4%
GL
1161
Graypoint LLC
New York
$572K +$44K +670 +8%
LFG
1162
Larson Financial Group
Missouri
$568K +$456K +6,936 +380%
KPWS
1163
Kestra Private Wealth Services
Texas
$566K -$125K -1,898 -18%
IFA
1164
Index Fund Advisors
California
$564K
TAM
1165
Titleist Asset Management
Texas
$563K -$30K -457 -5%
PPWP
1166
Premier Path Wealth Partners
New Jersey
$560K -$39.2K -597 -6%
MCB
1167
Morton Community Bank
Illinois
$559K -$147K -2,235 -21%
QWM
1168
Quadcap Wealth Management
Texas
$559K +$9.53K +145 +2%
NBT
1169
Northwest Bank & Trust
Iowa
$558K +$7.23K +110 +1%
BIG
1170
Brooklyn Investment Group
New York
$555K -$35.7K -544 -6%
IFG
1171
Independent Financial Group
California
$555K +$59.7K +909 +12%
BCM
1172
Brookstone Capital Management
Illinois
$549K +$27.7K +422 +5%
SQA
1173
Simon Quick Advisors
New Jersey
$549K +$99.8K +1,520 +22%
Los Angeles Capital Management
1174
Los Angeles Capital Management
California
$548K -$64.9M -987,315 -99%
HCM
1175
Howard Capital Management
Georgia
$548K +$555K +8,449 New