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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
GL
1201
Graypoint LLC
New York
$601K -$2.73K -37 -0.5%
CWS
1202
Cypress Wealth Services
California
$598K +$21.7K +294 +4%
BCM
1203
Boltwood Capital Management
California
$597K -$6.28K -85 -1%
SPI
1204
Sutton Place Investors
New York
$596K +$12.3K +167 +2%
CAG
1205
Csenge Advisory Group
Florida
$596K +$63.2K +856 +12%
MC
1206
Machina Capital
France
$595K +$597K +8,078 New
TCM
1207
Traynor Capital Management
Pennsylvania
$594K -$32.7K -442 -5%
CIS
1208
Custom Index Systems
New York
$593K +$595K +8,049 New
SAM
1209
Smartleaf Asset Management
Massachusetts
$593K +$129K +1,750 +28%
LAM
1210
Lountzis Asset Management
Pennsylvania
$591K – – –
AA
1211
Apriem Advisors
California
$591K -$10.7K -145 -2%
WAM
1212
WNY Asset Management
New York
$589K -$154K -2,090 -21%
AFG
1213
Albion Financial Group
Utah
$586K – – –
Vanguard Capital Wealth Advisors
1214
Vanguard Capital Wealth Advisors
Colorado
$586K -$62.8K -850 -10%
IWM
1215
IHT Wealth Management
Illinois
$586K -$28.2K -382 -5%
BWA
1216
Bordeaux Wealth Advisors
California
$584K -$9.9K -134 -2%
IB
1217
Intrust Bank
Kansas
$583K -$374K -5,068 -39%
CWM
1218
Concentric Wealth Management
California
$581K -$14.6K -198 -2%
KHCM
1219
Kirtland Hills Capital Management
Ohio
$579K +$1.92K +26 +0.3%
ACM
1220
Avalon Capital Management
California
$578K +$580K +7,850 New
CC
1221
Centiva Capital
New York
$577K +$578K +7,824 New
FWCM
1222
Ferguson Wellman Capital Management
Oregon
$576K +$236K +3,196 +69%
PP
1223
PDS Planning
Ohio
$572K +$12.5K +169 +2%
DT
1224
Diversified Trust
Tennessee
$570K +$118K +1,595 +26%
LWM
1225
Lyell Wealth Management
California
$568K – – –