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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1701
Byrne Asset Management
New Jersey
$57.3K +$47.8K +827 New
CJ
1702
Caitlin John
Michigan
$55.1K +$46.3K +801 New
GC
1703
Gould Capital
Washington
$55K – – –
SAI
1704
Systematic Alpha Investments
New Jersey
$53.7K – – –
GFPC
1705
Global Financial Private Client
Florida
$52.7K – – –
KHC
1706
Koesten Hirschmann & Crabtree
Kansas
$52.6K – – –
Capstone Investment Advisors
1707
Capstone Investment Advisors
New York
$51.3K -$6.66M -115,309 -99%
TCOV
1708
Trust Company of Vermont
Vermont
$49.5K +$404 +7 +1%
FPB
1709
First PREMIER Bank
South Dakota
$49K – – –
CAL
1710
Capital Advisors Ltd
Ohio
$47K +$2.48K +43 +7%
AF
1711
Arrow Financial
New York
$46.9K +$3.29K +57 +9%
Wolverine Asset Management
1712
Wolverine Asset Management
Illinois
$46.5K -$2.11M -36,452 -98%
Bogart Wealth LLC
1713
Bogart Wealth LLC
Virginia
$46.4K – – –
BWM
1714
BKM Wealth Management
Wisconsin
$45.3K +$38.1K +659 New
SRCM
1715
Signature Resources Capital Management
California
$43.7K +$36.7K +635 New
CAM
1716
Costello Asset Management
Pennsylvania
$42K +$31.8K +550 +917%
CFO
1717
CVA Family Office
Colorado
$41.9K +$35.2K +610 New
GJIA
1718
Glass Jacobson Investment Advisors
Maryland
$41.2K +$15.5K +268 +81%
PWM
1719
Partnership Wealth Management
Maryland
$40.9K +$37.5K +650 New
SN
1720
Sittner & Nelson
Oregon
$40.7K – – –
PA
1721
PSI Advisors
Florida
$40.1K -$17.3K -300 -34%
CWA
1722
Carolina Wealth Advisors
South Carolina
$38.9K – – –
DCM
1723
Davis Capital Management
Florida
$38.4K +$32.2K +558 New
SIC
1724
SJS Investment Consulting
Ohio
$38.3K +$231 +4 +0.7%
NSIM
1725
North Star Investment Management
Illinois
$38K -$751 -13 -2%