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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
751
Sutton Wealth Advisors
Florida
$155K
AssetMark Inc
752
AssetMark Inc
California
$146K -$1.25K -35 -0.9%
LWM
753
Lenox Wealth Management
Ohio
$145K -$13.5K -378 -9%
AOWM
754
Alpha Omega Wealth Management
Virginia
$145K +$128K +3,582 +3,582%
JIC
755
Joel Isaacson & Co
New York
$142K
GWM
756
Geneos Wealth Management
Colorado
$136K +$1.64K +46 +1%
IWM
757
IHT Wealth Management
Illinois
$127K +$113K +3,169 New
GBT
758
Grove Bank & Trust
Florida
$124K +$104K +2,910 +1,265%
QCG
759
Quadrant Capital Group
Ohio
$122K -$214 -6 -0.2%
FBT
760
First Bank & Trust
South Dakota
$119K +$108K +3,016 New
CCS
761
Crosspoint Capital Strategies
California
$118K
CBOA
762
Commonwealth Bank of Australia
Australia
$116K -$10.6K -298 -9%
YWP
763
YorkBridge Wealth Partners
New York
$116K +$106K +2,980 New
PR
764
Payden & Rygel
California
$104K
PRS
765
Pinkerton Retirement Specialists
Idaho
$104K +$4.72K +132 +5%
EA
766
Edge Advisors
Georgia
$102K +$92.5K +2,588 New
AIM
767
Anchor Investment Management
South Carolina
$101K
DBT
768
Dubuque Bank & Trust
Iowa
$99K
WA
769
WealthTrust-Arizona
Arizona
$96K +$36 +1 +0%
SIM
770
Sonora Investment Management
Arizona
$84.9K
HFM
771
Hartford Financial Management
Connecticut
$82K
WTB
772
Washington Trust Bank
Washington
$77K +$15.8K +442 +29%
AF
773
Allworth Financial
California
$72K
RFS
774
Rockefeller Financial Services
New York
$71K
SIG
775
Stanford Investment Group
California
$70K +$5.25K +147 +9%