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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
WWP
1701
Waypoint Wealth Partners
California
$212K – – –
SB
1702
Sunflower Bank
Texas
$211K +$212K +2,701 New
AA Financial Advisors
1703
AA Financial Advisors
Ohio
$211K -$17.3K -220 -8%
Magnus Financial Group
1704
Magnus Financial Group
New York
$211K +$212K +2,697 New
OKSA
1705
O'Keefe Stevens Advisory
New York
$211K +$212K +2,695 New
Cornerstone Wealth Group
1706
Cornerstone Wealth Group
North Carolina
$211K +$211K +2,693 New
MJP Associates
1707
MJP Associates
Connecticut
$210K +$211K +2,688 New
FOA
1708
Five Oceans Advisors
California
$210K +$210K +2,680 New
LVW Advisors
1709
LVW Advisors
New York
$209K +$210K +2,670 New
ARS Wealth Advisors Group
1710
ARS Wealth Advisors Group
Florida
$209K -$5.81K -74 -3%
Gries Financial
1711
Gries Financial
Ohio
$209K +$209K +2,664 New
FAFN
1712
First Affirmative Financial Network
Colorado
$209K -$35.1K -447 -14%
Farmers Trust Company
1713
Farmers Trust Company
Ohio
$208K +$209K +2,662 New
Onyx Bridge Wealth Group
1714
Onyx Bridge Wealth Group
New York
$208K +$209K +2,657 New
BIC
1715
Beach Investment Counsel
Pennsylvania
$208K +$208K +2,656 New
BP
1716
Broadleaf Partners
Ohio
$207K +$207K +2,640 New
Brio Consultants
1717
Brio Consultants
California
$206K -$6.98K -89 -3%
D'Orazio & Associates
1718
D'Orazio & Associates
Virginia
$206K +$206K +2,628 New
Prosperity Capital Advisors
1719
Prosperity Capital Advisors
Ohio
$204K -$10K -127 -5%
First Financial Bankshares
1720
First Financial Bankshares
Texas
$204K +$205K +2,606 New
GB
1721
Goepper Burkhardt
South Carolina
$204K +$204K +2,600 New
FAS Wealth Partners
1722
FAS Wealth Partners
Kansas
$203K +$204K +2,598 New
SW
1723
SMART Wealth
Nebraska
$203K +$203K +2,587 New
DFA
1724
DHK Financial Advisors
New Hampshire
$202K +$203K +2,582 New
DFG
1725
Delta Financial Group
New Jersey
$202K +$198K +2,529 New