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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
651
HB Wealth Management
Georgia
$3.37M -$119K -1,589 -3%
WANY
652
Wealthspire Advisors (New York)
New York
$3.35M +$92.2K +1,232 +3%
CC
653
Courier Capital
New York
$3.34M -$37.2K -497 -1%
CWM
654
Cabot Wealth Management
Massachusetts
$3.33M -$24.4K -326 -0.7%
Wolverine Trading
655
Wolverine Trading
Illinois
$3.33M -$3.47M -46,346 -51%
SC
656
Sepio Capital
Utah
$3.32M -$291K -3,886 -8%
GSWM
657
Greenup Street Wealth Management
Michigan
$3.32M +$295K +3,946 +10%
CCG
658
Chatham Capital Group
Georgia
$3.32M +$7.11K +95 +0.2%
PI
659
Pettee Investors
Connecticut
$3.31M
HA
660
Harfst & Associates
Wyoming
$3.27M -$173K -2,312 -5%
BFA
661
Buttonwood Financial Advisors
Maryland
$3.26M -$35K -468 -1%
FG
662
Fiduciary Group
Georgia
$3.25M -$301K -4,026 -8%
PFGIA
663
Patriot Financial Group Insurance Agency
Massachusetts
$3.25M +$18.3K +245 +0.6%
VIA
664
Victrix Investment Advisors
Florida
$3.25M +$3.28M +43,889 New
AIM
665
Achmea Investment Management
Netherlands
$3.24M -$2.06M -27,592 -39%
SWP
666
Stratos Wealth Partners
Ohio
$3.2M -$127K -1,694 -4%
SIA
667
SGL Investment Advisors
Montana
$3.18M +$48K +641 +2%
LWA
668
Lantern Wealth Advisors
New York
$3.18M +$10.8K +144 +0.3%
CBT
669
Central Bank & Trust
Kentucky
$3.17M -$1.27K -17 -0%
PHIC
670
Pine Haven Investment Counsel
Massachusetts
$3.13M -$17K -227 -0.5%
BRWA
671
B. Riley Wealth Advisors
Florida
$3.12M -$122K -1,630 -4%
1WA
672
180 Wealth Advisors
Washington
$3.12M +$98.3K +1,314 +3%
RSC
673
Red Spruce Capital
Pennsylvania
$3.11M +$212K +2,828 +7%
SWM
674
Sculati Wealth Management
Michigan
$3.1M -$14.4K -192 -0.5%
GIM
675
Goelzer Investment Management
Indiana
$3.1M -$92.6K -1,237 -3%