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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
626
Wealthspire Advisors (Maryland)
Maryland
$201K +$150K +5,672 +379%
WS
627
Wedbush Securities
California
$201K +$189K +7,170 New
FMLI
628
Fukoku Mutual Life Insurance
Japan
$198K
MFS
629
MSI Financial Services
Massachusetts
$197K -$1.9K -72 -1%
CPA
630
Court Place Advisors
Maryland
$194K
BL
631
Balentine LLC
Georgia
$193K +$121K +4,594 +201%
PFS
632
Physicians Financial Services
North Carolina
$163K -$7.92K -300 -5%
AAM
633
Advisors Asset Management
Colorado
$161K
SRP
634
Saddle Road Partners
Nebraska
$142K
SIG
635
Schooner Investment Group
Pennsylvania
$142K
CFG
636
CKW Financial Group
Hawaii
$140K
CFA
637
Carroll Financial Associates
North Carolina
$133K +$4.75K +180 +4%
GLI
638
Guardian Life Insurance
New York
$124K -$33.1K -1,254 -22%
CAM
639
Cacti Asset Management
Georgia
$113K
TCM
640
Tradewinds Capital Management
Washington
$109K
SWA
641
Sutton Wealth Advisors
Florida
$109K +$102K +3,879 New
RFA
642
Reilly Financial Advisors
California
$108K
JWM
643
Jacobus Wealth Management
Wisconsin
$107K
AIS
644
Accurate Investment Solutions
Pennsylvania
$107K +$101K +3,820 New
FANJ
645
Financial Architects (New Jersey)
New Jersey
$106K +$99.4K +3,768 New
ASN
646
Advisory Services Network
Georgia
$103K +$19.5K +740 +25%
LWM
647
Lenox Wealth Management
Ohio
$103K +$72.4K +2,745 +293%
IIC
648
Integrated Investment Consultants
Michigan
$98K +$97.4K +3,691 New
AssetMark Inc
649
AssetMark Inc
California
$96K +$18.1K +684 +25%
CBOA
650
Commonwealth Bank of Australia
Australia
$93K -$594K -22,506 -87%