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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
QFA
1576
Quantum Financial Advisors
California
$493K +$118K +1,248 +34%
MAWA
1577
Moss Adams Wealth Advisors
Washington
$493K +$13.8K +145 +3%
CSPIA
1578
Cary Street Partners Investment Advisory
Virginia
$490K +$64.7K +682 +16%
Zacks Investment Management
1579
Zacks Investment Management
Illinois
$490K -$62.4K -658 -12%
BAM
1580
Broyhill Asset Management
North Carolina
$489K – – –
ACM
1581
Aljian Capital Management
Nevada
$489K +$474 +5 +0.1%
RS
1582
R Squared
Hong Kong
$488K -$2.47M -26,037 -84%
STA
1583
Smith Thornton Advisors
Alabama
$487K +$2.18K +23 +0.5%
QL
1584
Quarry LP
New York
$485K +$22.6K +238 +5%
Avantax Planning Partners
1585
Avantax Planning Partners
Iowa
$485K +$36K +379 +8%
LAM
1586
Lountzis Asset Management
Pennsylvania
$484K -$20.6K -217 -4%
Advisory Alpha
1587
Advisory Alpha
Michigan
$483K -$16.9K -178 -4%
WA
1588
Waddell & Associates
Tennessee
$482K -$147K -1,547 -24%
APM
1589
Advanced Portfolio Management
New York
$480K +$456K +4,805 New
Oversea-Chinese Banking Corp (OCBC)
1590
Oversea-Chinese Banking Corp (OCBC)
Singapore
$480K +$133K +1,400 +41%
CCG
1591
Coastwise Capital Group
California
$476K +$759 +8 +0.2%
TCM
1592
Telos Capital Management
California
$474K +$190 +2 +0%
EFH
1593
Eaton Financial Holdings
Florida
$474K -$48.9K -515 -10%
OWA
1594
Octavia Wealth Advisors
Ohio
$473K -$67.4K -710 -13%
SIC
1595
Sterling Investment Counsel
New York
$473K +$449K +4,730 New
Trillium Asset Management
1596
Trillium Asset Management
Massachusetts
$469K -$11.9K -125 -3%
PCM
1597
Princeton Capital Management
New Jersey
$468K -$569 -6 -0.1%
CCFM
1598
Clear Creek Financial Management
Washington
$467K +$71.9K +758 +19%
OMIC
1599
Old Mission Investment Co
Michigan
$467K +$949 +10 +0.2%
Cannell & Spears
1600
Cannell & Spears
New York
$467K -$14.2K -150 -3%