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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RCP
1676
Rothschild Capital Partners
New York
$386K – – –
SAM
1677
Sompo Asset Management
Japan
$386K -$153K -1,610 -29%
WG
1678
Wealth Group
North Carolina
$385K +$365K +3,852 New
BWS
1679
Broadway Wealth Solutions
Texas
$382K +$15.5K +163 +4%
CG
1680
CFO4Life Group
Texas
$382K -$17.7K -187 -5%
BCA
1681
Bay Colony Advisors
Massachusetts
$381K +$13.3K +140 +4%
SF
1682
Sun Financial
Utah
$379K +$360K +3,791 New
FPCP
1683
Fort Point Capital Partners
California
$378K +$349K +3,681 New
PCG
1684
Prosperity Consulting Group
Maryland
$377K +$358K +3,772 New
RPCONE
1685
Retirement Planning Company of New England
Rhode Island
$376K +$11.1K +117 +3%
Phoenix Financial
1686
Phoenix Financial
Israel
$376K +$11.3K +119 +3%
MWM
1687
Marion Wealth Management
Pennsylvania
$375K +$33.2K +350 +11%
SL
1688
Sentinus LLC
Illinois
$375K +$19.1K +201 +6%
FFO
1689
Fiduciary Family Office
Florida
$373K -$8.92K -94 -2%
EA
1690
Everpar Advisors
Oklahoma
$372K +$36.2K +382 +11%
APW
1691
Austin Private Wealth
Texas
$372K +$68.6K +723 +24%
MGWM
1692
Marks Group Wealth Management
Minnesota
$372K -$3.42K -36 -1%
PIA
1693
Perennial Investment Advisors
California
$371K +$36.9K +389 +12%
AIFAIM
1694
American Institute for Advanced Investment Management
Arizona
$369K -$19K -200 -5%
SIM
1695
Studio Investment Management
Illinois
$368K -$6.07K -64 -2%
TWM
1696
TriaGen Wealth Management
California
$367K – – –
RFN
1697
RDA Financial Network
Iowa
$367K +$22.2K +234 +7%
BWM
1698
BlackDiamond Wealth Management
New York
$367K +$12.8K +135 +4%
CK
1699
Cohen Klingenstein
New York
$366K – – –
Exencial Wealth Advisors
1700
Exencial Wealth Advisors
Oklahoma
$363K +$18.9K +199 +6%