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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FCMT
1626
Founders Capital Management (Texas)
Texas
$351K – – –
TWM
1627
TriaGen Wealth Management
California
$351K -$9.87K -104 -3%
BCA
1628
Bay Colony Advisors
Massachusetts
$351K +$34.3K +361 +11%
BWS
1629
Broadway Wealth Solutions
Texas
$350K +$11.4K +120 +3%
CK
1630
Cohen Klingenstein
New York
$349K – – –
APG
1631
Abacus Planning Group
South Carolina
$348K – – –
RPCONE
1632
Retirement Planning Company of New England
Rhode Island
$348K +$4.18K +44 +1%
PF
1633
Phoenix Financial
Israel
$348K -$207K -2,176 -37%
SVWAG
1634
Sound View Wealth Advisors Group
Georgia
$347K -$23.2K -244 -6%
RIP
1635
RAM Investment Partners
Washington
$347K +$9.49K +100 +3%
SMA
1636
Seven Mile Advisory
New Jersey
$346K +$344K +3,622 New
RCM
1637
Requisite Capital Management
Texas
$345K +$343K +3,610 New
SPA
1638
Sherbrooke Park Advisers
New York
$340K +$338K +3,562 New
SL
1639
Sentinus LLC
Illinois
$339K +$52.7K +555 +19%
MTIM
1640
Marathon Trading Investment Management
Pennsylvania
$339K +$337K +3,550 New
AA
1641
Armis Advisers
Georgia
$337K +$32.4K +341 +10%
FIB
1642
First Interstate Bank
Montana
$337K – – –
PCS
1643
Private Client Services
Kentucky
$337K +$475 +5 +0.1%
WW
1644
Westshore Wealth
California
$337K -$21.3K -224 -6%
CMAI
1645
Capital Management Associates Inc
Minnesota
$336K -$49.7K -524 -13%
BAM
1646
Brave Asset Management
New Jersey
$335K +$49.1K +517 +17%
CPA
1647
Court Place Advisors
Maryland
$334K -$19K -200 -5%
Edgewood Management
1648
Edgewood Management
Connecticut
$334K – – –
WCM
1649
Wisconsin Capital Management
Wisconsin
$334K – – –
RA
1650
Rational Advisors
New York
$334K +$332K +3,500 New