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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
1WA
726
180 Wealth Advisors
Washington
$4.12M +$30.4K +310 +0.7%
DWT
727
Dorsey & Whitney Trust
South Dakota
$4.04M -$401K -4,088 -9%
TD Private Client Wealth
728
TD Private Client Wealth
New York
$4.04M +$463K +4,720 +12%
SAM
729
Secure Asset Management
Michigan
$4.04M +$323K +3,293 +8%
Parallel Advisors
730
Parallel Advisors
California
$4.02M +$226K +2,304 +6%
RSC
731
Red Spruce Capital
Pennsylvania
$4.02M +$40.4K +412 +1%
LWA
732
Lantern Wealth Advisors
New York
$4.01M +$28.8K +294 +0.7%
Concurrent Investment Advisors
733
Concurrent Investment Advisors
Florida
$4M +$952K +9,704 +30%
EBWM
734
Eagle Bluffs Wealth Management
Missouri
$4M +$80.1K +817 +2%
GIM
735
Goelzer Investment Management
Indiana
$3.98M +$41.6K +424 +1%
BFA
736
Buttonwood Financial Advisors
Maryland
$3.96M -$30K -306 -0.7%
Wealthspire Advisors (New York)
737
Wealthspire Advisors (New York)
New York
$3.96M -$1M -10,239 -20%
Apollon Wealth Management
738
Apollon Wealth Management
South Carolina
$3.95M +$77.7K +792 +2%
Quadrant Capital Group
739
Quadrant Capital Group
Ohio
$3.94M +$53.7K +548 +1%
Kestra Private Wealth Services
740
Kestra Private Wealth Services
Texas
$3.94M +$3.18M +32,395 +341%
Kestra Investment Management
741
Kestra Investment Management
Texas
$3.9M +$1.08M +11,026 +36%
HUB Investment Partners
742
HUB Investment Partners
Texas
$3.9M -$9.02M -92,000 -69%
CWI
743
Conscious Wealth Investments
Florida
$3.89M -$95.5K -974 -2%
Mount Yale Investment Advisors
744
Mount Yale Investment Advisors
Colorado
$3.89M +$2.74M +27,911 +206%
Brooklyn Investment Group
745
Brooklyn Investment Group
New York
$3.88M +$1.84M +18,715 +83%
Walleye Capital
746
Walleye Capital
New York
$3.88M -$11.1M -113,097 -73%
MCM
747
Mengis Capital Management
Oregon
$3.86M -$7.26K -74 -0.2%
CC
748
Courier Capital
New York
$3.86M -$66.7K -680 -2%
PHIC
749
Pine Haven Investment Counsel
Massachusetts
$3.83M -$52.7K -537 -1%
FPWM
750
FSB Premier Wealth Management
Iowa
$3.83M +$43.3K +442 +1%