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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BBI
626
Baxter Bros Inc
Connecticut
$2.96M +$95.2K +1,449 +3%
CC
627
Courier Capital
New York
$2.96M -$13.5K -205 -0.4%
CWM
628
Cabot Wealth Management
Massachusetts
$2.94M +$60.1K +915 +2%
MA
629
Modus Advisors
Minnesota
$2.93M +$166K +2,526 +6%
BBP
630
Banco BTG Pactual
Brazil
$2.92M +$2.96M +45,000 New
SWP
631
Stratos Wealth Partners
Ohio
$2.91M -$434K -6,602 -13%
GCP
632
Gill Capital Partners
Colorado
$2.91M +$66 +1 +0%
CCG
633
Chatham Capital Group
Georgia
$2.9M -$4.66K -71 -0.2%
PI
634
Pettee Investors
Connecticut
$2.9M
BFA
635
Buttonwood Financial Advisors
Maryland
$2.88M +$94.8K +1,443 +3%
Vontobel Holding
636
Vontobel Holding
Switzerland
$2.88M -$344K -5,240 -11%
KRSITF
637
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.87M -$258K -3,923 -8%
WANY
638
Wealthspire Advisors (New York)
New York
$2.86M +$322K +4,904 +13%
PFGIA
639
Patriot Financial Group Insurance Agency
Massachusetts
$2.83M +$27.4K +417 +1%
CT
640
Coastline Trust
Rhode Island
$2.82M +$1.31K +20 +0%
MW
641
Maia Wealth
Colorado
$2.81M +$302K +4,598 +13%
AT
642
American Trust
Kentucky
$2.81M -$840K -12,792 -23%
SCA
643
Stonebridge Capital Advisors
Minnesota
$2.81M -$19.5K -297 -0.7%
C
644
Certuity
Florida
$2.81M -$191K -2,904 -6%
BRWA
645
B. Riley Wealth Advisors
Florida
$2.8M +$1.24M +18,825 +75%
GIM
646
Goelzer Investment Management
Indiana
$2.79M -$187K -2,845 -6%
CCIA
647
Campbell & Co Investment Adviser
Maryland
$2.79M +$2.83M +43,066 New
PWP
648
Private Wealth Partners
California
$2.78M +$821K +12,491 +41%
CBT
649
Central Bank & Trust
Kentucky
$2.78M +$57.1K +869 +2%
LWA
650
Lantern Wealth Advisors
New York
$2.77M +$164K +2,491 +6%