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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CK
1551
Cohen Klingenstein
New York
$271K – – –
PF
1552
Prosperitas Financial
California
$268K -$9.35K -125 -3%
ST
1553
Smithfield Trust
Pennsylvania
$268K -$53.7K -718 -16%
ACIM
1554
Azimuth Capital Investment Management
Michigan
$268K – – –
FRA
1555
Front Row Advisors
California
$267K -$823 -11 -0.3%
EWA
1556
Exencial Wealth Advisors
Oklahoma
$266K -$32.3K -432 -11%
CWP
1557
Cyndeo Wealth Partners
Florida
$266K – – –
PCS
1558
Private Client Services
Kentucky
$266K +$150 +2 +0.1%
SCP
1559
Sivia Capital Partners
California
$266K +$2.39K +32 +0.9%
HTIM
1560
Harbour Trust & Investment Management
Indiana
$264K – – –
PCH
1561
PGIM Custom Harvest
New Jersey
$262K +$265K +3,543 New
BWM
1562
Bullock Wealth Management
Indiana
$261K -$363K -4,849 -58%
FIM
1563
Freedom Investment Management
Connecticut
$260K -$69.8K -933 -21%
OQS
1564
Occudo Quantitative Strategies
Florida
$259K -$28.1K -376 -10%
Edgewood Management
1565
Edgewood Management
Connecticut
$259K – – –
WCM
1566
Wisconsin Capital Management
Wisconsin
$259K – – –
LCM
1567
LCM Capital Management
Illinois
$258K – – –
WIM
1568
WealthPlan Investment Management
Nebraska
$258K -$144K -1,925 -36%
CCA
1569
Childress Capital Advisors
Texas
$258K +$11.8K +158 +5%
KCM
1570
Kathmere Capital Management
Pennsylvania
$257K +$260K +3,479 New
KWS
1571
Keystone Wealth Services
California
$256K -$3.59K -48 -1%
WJWM
1572
Williams Jones Wealth Management
New York
$256K +$6.06K +81 +2%
IWA
1573
IBEX Wealth Advisors
New Jersey
$255K +$258K +3,448 New
ACA
1574
Affinity Capital Advisors
California
$254K -$73K -975 -22%
WF
1575
Wayfinding Financial
Washington
$254K +$257K +3,439 New