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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
OP
1526
Oslo Pensjonsforsikring
$223K +$24.3K +370 +12%
CCG
1527
Cypress Capital Group
Florida
$222K +$4.86K +74 +2%
Procyon Advisors
1528
Procyon Advisors
Connecticut
$222K +$11.6K +176 +5%
ODG
1529
O'Dell Group
Ohio
$221K +$131 +2 +0.1%
CP
1530
Castleview Partners
Texas
$219K +$33.1K +504 +17%
SNS Financial Group
1531
SNS Financial Group
Minnesota
$219K -$1.91K -29 -0.9%
Williams Jones Wealth Management
1532
Williams Jones Wealth Management
New York
$219K -$17.5K -267 -7%
JWCA
1533
J.W. Cole Advisors
Florida
$218K -$36.9K -561 -14%
SWM
1534
Seed Wealth Management
Illinois
$218K – – –
BAM
1535
BOS Asset Management
Illinois
$218K +$8.67K +132 +4%
LPT
1536
Legacy Private Trust
Wisconsin
$217K -$2.83K -43 -1%
CT
1537
Chicago Trust
Illinois
$217K +$21K +320 +11%
CFA
1538
CWS Financial Advisors
Michigan
$217K – – –
CCFM
1539
Clear Creek Financial Management
Washington
$217K +$4.79K +73 +2%
HWP
1540
Highline Wealth Partners
California
$216K +$24.9K +379 +13%
Westwood Holdings Group
1541
Westwood Holdings Group
Texas
$216K -$87.9M -1,337,490 -100%
CCA
1542
Childress Capital Advisors
Texas
$215K -$13.4K -204 -6%
RDWM
1543
Red Door Wealth Management
Tennessee
$215K +$16.4K +250 +8%
CC
1544
Corton Capital
Ontario, Canada
$215K +$218K +3,324 New
OWA
1545
Opal Wealth Advisors
New York
$215K -$4.6K -70 -2%
WC
1546
Waterloo Capital
Texas
$215K -$816K -12,425 -79%
FLII
1547
First Long Island Investors
New York
$214K -$17.7M -268,741 -99%
AFA
1548
AA Financial Advisors
Ohio
$214K -$20K -304 -8%
SL
1549
Sentinus LLC
Illinois
$213K -$11K -167 -5%
FTIS
1550
First Trust Investment Solutions
Florida
$213K +$17.9K +273 +9%