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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
676
SOL Capital Management
Maryland
$4.71M +$67.4K +710 +1%
TCM
677
Tandem Capital Management
New Jersey
$4.71M -$4.75K -50 -0.1%
SAA
678
Southeast Asset Advisors
Georgia
$4.7M +$31.7K +334 +0.7%
HZ
679
Hixon Zuercher
Ohio
$4.68M -$158K -1,663 -3%
DWT
680
Dorsey & Whitney Trust
South Dakota
$4.66M -$633K -6,671 -12%
AF
681
Alerus Financial
North Dakota
$4.65M +$92.2K +971 +2%
MA
682
Montag & Associates
Georgia
$4.64M -$543K -5,725 -11%
SGA
683
Strategic Global Advisors
California
$4.63M +$4.61M +48,518 New
IAN
684
Integrated Advisors Network
Texas
$4.63M -$117K -1,232 -2%
HPCM
685
Hunter Perkins Capital Management
Illinois
$4.6M -$4.56K -48 -0.1%
PIWA
686
Prevail Innovative Wealth Advisors
Kansas
$4.57M +$4.55M +47,886 New
LIA
687
LS Investment Advisors
Michigan
$4.57M +$198K +2,091 +5%
SWP
688
Stratos Wealth Partners
Ohio
$4.57M +$879K +9,258 +24%
BCM
689
Brookstone Capital Management
Illinois
$4.55M -$608K -6,405 -12%
MA
690
Modus Advisors
Minnesota
$4.53M +$22.1K +233 +0.5%
GAM
691
Gotham Asset Management
New York
$4.49M +$750K +7,897 +20%
OHIS
692
Oak Harvest Investment Services
Texas
$4.49M +$221K +2,327 +5%
MCC
693
Malaga Cove Capital
California
$4.47M -$28.5K -300 -0.6%
SA
694
SAM Advisors
California
$4.42M -$78K -822 -2%
VI
695
Vestcor Inc
New Brunswick, Canada
$4.4M +$1.06M +11,133 +32%
MSA
696
MUFG Securities Americas
New York
$4.39M +$775K +8,160 +22%
CFSG
697
Community Financial Services Group
Vermont
$4.35M -$102K -1,072 -2%
WSFS
698
Wilmington Savings Fund Society
Delaware
$4.34M -$2.69M -28,377 -38%
LS
699
Leelyn Smith
Illinois
$4.33M +$4.31M +45,370 New
CCG
700
Chatham Capital Group
Georgia
$4.32M -$2.85K -30 -0.1%