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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MSWA
1676
Marshall & Sterling Wealth Advisors
New York
$317K -$22.2K -234 -7%
EP
1677
Essential Partners
California
$317K +$14.1K +149 +5%
MCM
1678
Manchester Capital Management
Vermont
$316K -$1.33K -14 -0.4%
Twin Tree Management
1679
Twin Tree Management
Texas
$315K +$314K +3,303 New
DFA
1680
Delta Financial Advisors
Louisiana
$315K – – –
BWM
1681
BlackDiamond Wealth Management
New York
$314K +$1.9K +20 +0.6%
MA
1682
MONECO Advisors
Connecticut
$313K +$5.03K +53 +2%
LI
1683
LRI Investments
Florida
$312K -$41.5K -437 -12%
KWS
1684
Keystone Wealth Services
California
$312K -$18.4K -194 -6%
TA
1685
TrueWealth Advisors
Alabama
$312K – – –
LPT
1686
Legacy Private Trust
Wisconsin
$312K – – –
BAM
1687
BOS Asset Management
Illinois
$311K – – –
EW
1688
Elyxium Wealth
California
$311K +$80.7K +850 +35%
LPAM
1689
Lodestar Private Asset Management
California
$310K +$95 +1 +0%
GCP
1690
GSA Capital Partners
United Kingdom
$310K -$3.31M -34,838 -91%
VBA
1691
von Borstel & Associates
Oregon
$310K +$308K +3,248 New
MFGM
1692
Marshall Financial Group (Maryland)
Maryland
$308K +$10.3K +109 +3%
RMAM
1693
Raab & Moskowitz Asset Management
New Jersey
$308K -$25.9K -273 -8%
SIC
1694
Sigma Investment Counselors
Michigan
$306K +$570 +6 +0.2%
BAM
1695
Boyar Asset Management
New York
$306K -$63.6K -670 -17%
FMP
1696
Financial Management Professionals
Texas
$306K +$9.49K +100 +3%
HWP
1697
Highline Wealth Partners
California
$306K +$10.3K +109 +4%
SIA
1698
SeaBridge Investment Advisors
New Jersey
$305K -$26.1K -275 -8%
OWP
1699
Obermeyer Wealth Partners
Colorado
$303K +$6.45K +68 +2%
BWA
1700
Blodgett Wealth Advisors
California
$302K – – –