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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1201
SkyView Investment Advisors
New Jersey
$687K +$47.6K +607 +7%
Brookwood Investment Group
1202
Brookwood Investment Group
Arizona
$687K +$689K +8,774 New
FFL
1203
Future Fund LLC
Illinois
$686K +$688K +8,764 New
SPI
1204
Sutton Place Investors
New York
$679K +$11K +140 +2%
AA
1205
Alta Advisers
United Kingdom
$679K +$290K +3,700 +74%
CNBTD
1206
Citizens National Bank Trust Department
Mississippi
$675K +$7.85K +100 +1%
TCOT
1207
Trust Company of Toledo
Ohio
$675K +$127K +1,613 +23%
AWM
1208
Avondale Wealth Management
Texas
$673K – – –
Sax Wealth Advisors
1209
Sax Wealth Advisors
New Jersey
$672K +$176K +2,239 +35%
JWCA
1210
J.W. Cole Advisors
Florida
$669K +$273K +3,473 +68%
Quadcap Wealth Management
1211
Quadcap Wealth Management
Texas
$668K +$3.38K +43 +0.5%
WAP
1212
Wealthcare Advisory Partners
Pennsylvania
$667K -$84.3K -1,074 -11%
HWA
1213
HMV Wealth Advisors
Louisiana
$665K – – –
MCCP
1214
Mission Creek Capital Partners
California
$665K -$232K -2,952 -26%
Sage Mountain Advisors
1215
Sage Mountain Advisors
Georgia
$662K +$79K +1,007 +14%
Leonard Rickey Investment Advisors
1216
Leonard Rickey Investment Advisors
Washington
$659K -$128K -1,626 -16%
UWS
1217
Unique Wealth Strategies
Illinois
$654K -$40.7K -519 -6%
Brown Brothers Harriman & Co
1218
Brown Brothers Harriman & Co
New York
$653K -$70.7K -901 -10%
Badgley Phelps Wealth Managers
1219
Badgley Phelps Wealth Managers
Washington
$652K +$40.1K +511 +7%
D.J. St. Germain
1220
D.J. St. Germain
Massachusetts
$652K -$101K -1,291 -13%
HC
1221
Hara Capital
Washington
$652K -$56.1K -715 -8%
Avalon Trust
1222
Avalon Trust
New Mexico
$651K -$141K -1,800 -18%
Bordeaux Wealth Advisors
1223
Bordeaux Wealth Advisors
California
$651K +$34.3K +437 +6%
Cypress Wealth Services
1224
Cypress Wealth Services
California
$651K +$157 +2 +0%
RMAM
1225
Raab & Moskowitz Asset Management
New Jersey
$647K +$5.18K +66 +0.8%