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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1426
Sompo Asset Management
Japan
$635K +$284K +2,900 +75%
Palisade Capital Management
1427
Palisade Capital Management
New Jersey
$633K +$165K +1,684 +33%
SRA
1428
Secured Retirement Advisors
Minnesota
$632K -$11.8K -120 -2%
TC
1429
TAGStone Capital
North Carolina
$632K +$1.57K +16 +0.2%
AFM
1430
Aspetuck Financial Management
Connecticut
$632K +$16.1K +164 +3%
SFO
1431
Stokes Family Office
Louisiana
$630K -$47.6K -485 -7%
SIC
1432
Sterling Investment Counsel
New York
$629K +$192K +1,962 +41%
RIM
1433
RW Investment Management
Idaho
$628K +$656K +6,686 New
Kingsview Wealth Management
1434
Kingsview Wealth Management
Oregon
$626K -$3.1M -31,584 -83%
AA
1435
Apriem Advisors
California
$625K -$216K -2,198 -25%
GPA
1436
Garrison Point Advisors
California
$624K -$17.2K -175 -3%
DIM
1437
Delta Investment Management
California
$624K +$84.3K +860 +15%
CGH
1438
CMG Global Holdings
Texas
$623K +$28.8K +294 +5%
LA
1439
LVW Advisors
New York
$621K +$352K +3,586 +119%
C1AG
1440
Client 1st Advisory Group
Florida
$620K +$14.2K +145 +2%
PE
1441
PCM Encore
Colorado
$618K +$27.6K +281 +4%
MSRI
1442
Michael S. Ryan Inc
New York
$618K +$19.3K +197 +3%
JRPIM
1443
Journey Retirement Planning & Investment Management
Idaho
$617K -$1.41M -14,360 -69%
PA
1444
PFG Advisors
Arizona
$617K -$11.8K -120 -2%
CA
1445
Carson Advisory
Georgia
$616K – – –
BA
1446
Bridgewater Advisors
New York
$616K -$16K -163 -2%
WCM
1447
Weaver Capital Management
Georgia
$614K -$121K -1,238 -16%
NA
1448
Navellier & Associates
Nevada
$611K -$9.81K -100 -2%
Leonteq Securities AG
1449
Leonteq Securities AG
Switzerland
$611K +$64.4K +657 +11%
LWMNY
1450
Landmark Wealth Management (New York)
New York
$606K +$632K +6,449 New