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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
551
Jessup Wealth Management
Ohio
$4.46M +$4.16M +53,563 New
BCM
552
Brookstone Capital Management
Illinois
$4.45M +$1.46M +18,841 +56%
HWM
553
Hohimer Wealth Management
Washington
$4.41M -$132K -1,703 -3%
CCM
554
Condor Capital Management
New Jersey
$4.38M -$19.3K -249 -0.5%
Group One Trading
555
Group One Trading
Illinois
$4.37M +$2M +25,784 +97%
ECAM
556
East Coast Asset Management
Massachusetts
$4.36M -$64.4K -830 -2%
OSAM
557
O'Shaughnessy Asset Management
Connecticut
$4.32M +$484K +6,240 +14%
AWS
558
Atria Wealth Solutions
New York
$4.31M +$301K +3,880 +8%
VIA
559
Vident Investment Advisory
Georgia
$4.31M +$2.08M +26,819 +107%
WANY
560
Wealthspire Advisors (New York)
New York
$4.31M +$1.53M +19,761 +62%
HI
561
Harrington Investments
California
$4.29M +$155 +2 +0%
GI
562
GS Investments
Minnesota
$4.28M +$9.7K +125 +0.2%
IRAG
563
Investment Research & Advisory Group
Georgia
$4.27M -$27.7K -357 -0.7%
ASN
564
Advisory Services Network
Georgia
$4.23M +$140K +1,799 +4%
Capstone Investment Advisors
565
Capstone Investment Advisors
New York
$4.22M -$2.29M -29,487 -37%
GAM
566
Gotham Asset Management
New York
$4.2M +$12.3K +159 +0.3%
KAS
567
Kestra Advisory Services
Texas
$4.18M -$40.4K -520 -1%
SCA
568
Stonebridge Capital Advisors
Minnesota
$4.17M +$5.51K +71 +0.1%
GFI
569
Global Frontier Investments
South Carolina
$4.16M
GCP
570
Gill Capital Partners
Colorado
$4.14M -$25.2K -325 -0.6%
SFM
571
Signet Financial Management
New Jersey
$4.11M +$10.8K +139 +0.3%
SLG
572
Stanley-Laman Group
Pennsylvania
$4.11M -$42.5K -548 -1%
PA
573
Pinnacle Associates
New York
$4.09M +$26.7K +344 +0.7%
LNWWM
574
Laird Norton Wetherby Wealth Management
California
$4.09M +$228K +2,938 +6%
WAC
575
William Allan Corp
Colorado
$4.07M +$13.5K +174 +0.4%