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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
701
Kaizen Financial Strategies
California
$840K +$717K +15,842 New
KAS
702
Kestra Advisory Services
Texas
$837K +$719K +15,876 +15,876%
CT
703
Caldwell Trust
Florida
$826K -$4.53K -100 -0.6%
FIM
704
Fruth Investment Management
Texas
$815K +$696K +15,379 New
PWA
705
Providence Wealth Advisors
Illinois
$814K +$21.5K +475 +3%
DIM
706
Delta Investment Management
California
$813K +$16.8K +372 +2%
HWA
707
HCR Wealth Advisors
California
$811K +$4.44K +98 +0.6%
AIL
708
AGF Investments LLC
Ontario, Canada
$809K -$1.06M -23,470 -61%
SRC
709
Sage Rhino Capital
California
$808K +$7.29K +161 +1%
CAM
710
Cresset Asset Management
Illinois
$795K -$29.4K -650 -4%
MOS
711
MGO One Seven
Ohio
$795K +$112K +2,471 +20%
HI
712
Horizon Investments
North Carolina
$793K +$277K +6,122 +69%
NA
713
NewEdge Advisors
Louisiana
$792K +$147K +3,250 +28%
FA
714
FDx Advisors
Illinois
$791K -$71.3K -1,575 -10%
SWM
715
SeaCrest Wealth Management
New York
$786K +$34.8K +768 +5%
MCCP
716
Mission Creek Capital Partners
California
$782K +$245K +5,414 +58%
GT
717
Greenleaf Trust
Michigan
$782K +$320K +7,060 +92%
AIA
718
Avalon Investment & Advisory
Texas
$780K -$17.7K -390 -3%
RA
719
Royce & Associates
New York
$778K +$284K +6,271 +75%
SFO
720
Standard Family Office
South Dakota
$778K +$664K +14,659 New
UCI
721
Uncommon Cents Investing
Wisconsin
$774K
MJRIC
722
Mogy Joel R Investment Counsel
California
$770K -$165K -3,650 -20%
EWA
723
EP Wealth Advisors
California
$769K +$656K +14,491 New
ESB
724
Essex Savings Bank
Connecticut
$764K +$253K +5,594 +63%
Vontobel Holding
725
Vontobel Holding
Switzerland
$762K +$618K +13,650 New