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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1451
Aljian Capital Management
Nevada
$382K +$549 +7 +0.1%
CA
1452
Claro Advisors
Massachusetts
$381K +$36.2K +461 +10%
AWAP
1453
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$379K -$40.9K -521 -10%
MJP
1454
Michael J. Puzo
$378K +$379K +4,828 New
Cannell & Spears
1455
Cannell & Spears
New York
$378K -$35.2K -448 -8%
Phoenix Financial
1456
Phoenix Financial
Israel
$378K -$38.3K -488 -9%
PBK
1457
Peoples Bank (Kansas)
Kansas
$377K -$785 -10 -0.2%
KW
1458
Keyvantage Wealth
Pennsylvania
$369K -$58.7K -748 -14%
Simplicity Wealth
1459
Simplicity Wealth
New Jersey
$368K -$29.5K -376 -7%
IWA
1460
Icon Wealth Advisors
Texas
$367K +$26K +331 +8%
WP
1461
Westmount Partners
California
$364K -$395K -5,036 -52%
OIM
1462
Orca Investment Management
Oregon
$364K – – –
OMIC
1463
Old Mission Investment Co
Michigan
$363K – – –
EWS
1464
Eagle Wealth Strategies
New Jersey
$362K +$2.43K +31 +0.7%
SIMG
1465
Sonora Investment Management Group
Arizona
$362K -$14.7K -187 -4%
PA
1466
PharVision Advisers
Florida
$362K -$25.8K -329 -7%
Avantax Planning Partners
1467
Avantax Planning Partners
Iowa
$361K -$53.2K -678 -13%
RT
1468
Rockland Trust
Massachusetts
$361K +$362K +4,610 New
AO
1469
Advisor OS
Illinois
$360K +$361K +4,595 New
Quotient Wealth Partners
1470
Quotient Wealth Partners
Texas
$360K +$37.6K +479 +12%
MAWA
1471
Moss Adams Wealth Advisors
Washington
$357K +$89.9K +1,145 +34%
STA
1472
Smith Thornton Advisors
Alabama
$356K +$14.8K +189 +4%
BWM
1473
Bernard Wealth Management
Michigan
$356K +$64.8K +825 +22%
RW
1474
RVW Wealth
California
$355K +$355K +4,529 New
S
1475
SimplyRich
California
$353K – – –