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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1526
Boyar Asset Management
New York
$309K – – –
VST
1527
Van Strum & Towne
California
$309K – – –
NRW
1528
Nova R Wealth
Kansas
$308K – – –
FBFS
1529
First Business Financial Services
Wisconsin
$308K – – –
KA
1530
Kovack Advisors
Florida
$308K -$17.7K -226 -5%
DFA
1531
Delta Financial Advisors
Louisiana
$307K -$39.2K -500 -11%
CRI
1532
Colonial River Investments
Virginia
$307K +$308K +3,921 New
DP
1533
Denver PWM
Colorado
$306K -$18.2K -232 -6%
PWM
1534
Purus Wealth Management
California
$306K +$549 +7 +0.2%
Klingenstein Fields & Co
1535
Klingenstein Fields & Co
New York
$305K +$392 +5 +0.1%
TF
1536
Trek Financial
Arizona
$304K +$628 +8 +0.2%
FIM
1537
Freedom Investment Management
Connecticut
$303K +$28.2K +359 +10%
RCP
1538
Rothschild Capital Partners
New York
$302K -$7.22K -92 -2%
BWS
1539
Broadway Wealth Solutions
Texas
$302K -$17.1K -218 -5%
BFO
1540
Biltmore Family Office
North Carolina
$302K +$1.1K +14 +0.4%
OCG
1541
Opus Capital Group
Ohio
$302K +$942 +12 +0.3%
NCM
1542
Noesis Capital Mangement
Florida
$301K -$3.92K -50 -1%
PWA
1543
Principia Wealth Advisory
Texas
$301K +$1.02K +13 +0.3%
USWIA
1544
UP Strategic Wealth Investment Advisors
Pennsylvania
$300K +$6.12K +78 +2%
AIFAIM
1545
American Institute for Advanced Investment Management
Arizona
$299K – – –
BOSSRA
1546
B.O.S.S. Retirement Advisors
Utah
$299K -$77.2K -984 -20%
CHP
1547
Cable Hill Partners
Oregon
$299K +$157 +2 +0.1%
CPA
1548
Court Place Advisors
Maryland
$297K -$15.7K -200 -5%
SOS
1549
Silver Oak Securities
Tennessee
$297K +$300K +3,817 New
BFG
1550
Berger Financial Group
Minnesota
$296K -$4.87K -62 -2%