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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1251
Boltwood Capital Management
California
$604K -$7.46K -95 -1%
LWM
1252
Lyell Wealth Management
California
$604K – – –
AIM
1253
Athena Investment Management
California
$603K – – –
GLA
1254
Good Life Advisors
Pennsylvania
$600K -$71K -904 -11%
CA
1255
Capital Advantage
California
$600K – – –
NWMP
1256
Noble Wealth Management PBC
Colorado
$599K -$84.4K -1,075 -12%
PFBT
1257
Parkside Financial Bank & Trust
Missouri
$599K -$34.6K -441 -5%
Harbour Investments
1258
Harbour Investments
Wisconsin
$595K -$16.6K -211 -3%
UIM
1259
Unified Investment Management
Georgia
$595K -$55.2K -703 -8%
NEWAS
1260
N.E.W. Advisory Services
Wisconsin
$594K +$4.87K +62 +0.8%
CFO
1261
CVA Family Office
Colorado
$592K +$17.5K +223 +3%
SFO
1262
Stokes Family Office
Louisiana
$591K -$18.1K -230 -3%
VI
1263
Versor Investments
New York
$587K +$589K +7,500 New
RWB
1264
RMR Wealth Builders
New Jersey
$587K +$15.8K +201 +3%
OPA
1265
Old Port Advisors
Maine
$586K +$4.79K +61 +0.8%
GTS Securities
1266
GTS Securities
Florida
$584K -$364K -4,635 -38%
HWMO
1267
Heritage Wealth Management (Ohio)
Ohio
$580K +$46.9K +597 +9%
FCP
1268
Fidelis Capital Partners
Florida
$580K +$53.1K +677 +10%
Circle Wealth Management
1269
Circle Wealth Management
New Jersey
$579K – – –
JIC
1270
Joel Isaacson & Co
New York
$578K +$549 +7 +0.1%
IHT Wealth Management
1271
IHT Wealth Management
Illinois
$576K -$12.4K -158 -2%
DRD
1272
Dennis R. Delaney
$576K +$577K +7,355 New
KHCM
1273
Kirtland Hills Capital Management
Ohio
$575K +$4.55K +58 +0.8%
LFA
1274
Legacy Financial Advisors
Kentucky
$572K +$52.8K +673 +10%
IIA
1275
Integral Investment Advisors
California
$571K -$236K -3,005 -29%