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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
651
Cabot Wealth Management
Massachusetts
$3.33M -$24.4K -326 -0.7%
Wolverine Trading
652
Wolverine Trading
Illinois
$3.33M -$3.47M -46,346 -51%
SC
653
Sepio Capital
Utah
$3.32M -$291K -3,886 -8%
GSWM
654
Greenup Street Wealth Management
Michigan
$3.32M +$295K +3,946 +10%
CCG
655
Chatham Capital Group
Georgia
$3.32M +$7.11K +95 +0.2%
PI
656
Pettee Investors
Connecticut
$3.31M – – –
HA
657
Harfst & Associates
Wyoming
$3.27M -$173K -2,312 -5%
BFA
658
Buttonwood Financial Advisors
Maryland
$3.26M -$35K -468 -1%
FG
659
Fiduciary Group
Georgia
$3.25M -$301K -4,026 -8%
PFGIA
660
Patriot Financial Group Insurance Agency
Massachusetts
$3.25M +$18.3K +245 +0.6%
VIA
661
Victrix Investment Advisors
Florida
$3.25M +$3.28M +43,889 New
Achmea Investment Management
662
Achmea Investment Management
Netherlands
$3.24M -$2.06M -27,592 -39%
Stratos Wealth Partners
663
Stratos Wealth Partners
Ohio
$3.2M -$127K -1,694 -4%
SIA
664
SGL Investment Advisors
Montana
$3.18M +$48K +641 +2%
LWA
665
Lantern Wealth Advisors
New York
$3.18M +$10.8K +144 +0.3%
CBT
666
Central Bank & Trust
Kentucky
$3.17M -$1.27K -17 -0%
PHIC
667
Pine Haven Investment Counsel
Massachusetts
$3.13M -$17K -227 -0.5%
BRWA
668
B. Riley Wealth Advisors
Florida
$3.12M -$122K -1,630 -4%
1WA
669
180 Wealth Advisors
Washington
$3.12M +$98.3K +1,314 +3%
RSC
670
Red Spruce Capital
Pennsylvania
$3.11M +$212K +2,828 +7%
SWM
671
Sculati Wealth Management
Michigan
$3.1M -$14.4K -192 -0.5%
GIM
672
Goelzer Investment Management
Indiana
$3.1M -$92.6K -1,237 -3%
GCP
673
Gill Capital Partners
Colorado
$3.09M -$232K -3,100 -7%
AT
674
American Trust
Kentucky
$3.09M -$117K -1,559 -4%
Miracle Mile Advisors
675
Miracle Mile Advisors
California
$3.09M +$1.13M +15,041 +56%