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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
1476
KRS Capital Management
Michigan
$578K +$61K +622 +11%
AP
1477
Advisortrust Partners
North Carolina
$578K -$18.7K -191 -3%
HH
1478
Hilltop Holdings
Texas
$576K -$535K -5,459 -47%
FBT
1479
First Bank & Trust
South Dakota
$576K -$358K -3,650 -37%
CWM
1480
Centurion Wealth Management
Virginia
$575K -$9.71K -99 -2%
WP
1481
WealthPLAN Partners
Nebraska
$575K +$86K +877 +17%
AWM
1482
Arista Wealth Management
Nevada
$574K +$599K +6,103 New
WesBanco Bank
1483
WesBanco Bank
West Virginia
$573K +$51K +520 +9%
HHAA
1484
Henry H. Armstrong Associates
Pennsylvania
$572K – – –
VA
1485
VestGen Advisors
Illinois
$571K +$93.3K +951 +18%
JF
1486
Jericho Financial
Ohio
$571K -$67.3K -686 -10%
AFT
1487
Alpha Family Trust
California
$570K – – –
RCP
1488
Rothschild Capital Partners
New York
$570K +$217K +2,210 +57%
SHGA
1489
Sand Hill Global Advisors
California
$568K +$18.8K +192 +3%
Mission Wealth Management
1490
Mission Wealth Management
California
$568K +$60.4K +616 +11%
GSB
1491
Greenfield Savings Bank
Massachusetts
$567K +$46.9K +478 +9%
PWPS
1492
Pinnacle Wealth Planning Services
Ohio
$566K +$1.96K +20 +0.3%
BFO
1493
Biltmore Family Office
North Carolina
$566K -$33.5K -342 -5%
CIAM
1494
Caitong International Asset Management
Hong Kong
$563K +$459K +4,685 +360%
S
1495
Sunpointe
Missouri
$562K -$111K -1,133 -16%
Level Four Advisory Services
1496
Level Four Advisory Services
Texas
$561K +$155K +1,582 +36%
FLII
1497
First Long Island Investors
New York
$559K -$44.1K -450 -7%
GWS
1498
Greykasell Wealth Strategies
California
$559K +$44.8K +457 +8%
KA
1499
KLCM Advisors
Wisconsin
$558K +$9.81K +100 +2%
BWG
1500
Beta Wealth Group
California
$555K +$19.7K +201 +4%