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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
751
Essex Financial Services
Connecticut
$398K -$12.1K -300 -3%
STMM
752
South Texas Money Management
Texas
$398K +$384K +9,508 New
MIP
753
Marietta Investment Partners
Wisconsin
$397K -$56.5K -1,400 -13%
CM
754
Castleark Management
Illinois
$392K
SCM
755
Shelton Capital Management
Colorado
$390K
CT
756
Coastline Trust
Rhode Island
$389K -$262K -6,500 -41%
PW
757
Price Wealth
Texas
$387K +$374K +9,260 New
BAM
758
Belpointe Asset Management
Nevada
$380K +$1.17K +29 +0.3%
CAN
759
Cetera Advisor Networks
California
$379K +$323 +8 +0.1%
Luther King Capital Management (LKCM)
760
Luther King Capital Management (LKCM)
Texas
$379K +$88.8K +2,200 +32%
GFP
761
Gryphon Financial Partners
Ohio
$378K -$232K -5,760 -39%
BFA
762
Bragg Financial Advisors
North Carolina
$377K -$3.71K -92 -1%
SFA
763
Semmax Financial Advisors
North Carolina
$377K +$226K +5,594 +164%
KPCM
764
Kings Point Capital Management
New York
$375K -$20.2K -500 -5%
MGIA
765
Moneta Group Investment Advisors
Missouri
$375K +$362K +8,965 New
WPW
766
Waldron Private Wealth
Pennsylvania
$372K +$25.8K +639 +8%
CWP
767
Capital Wealth Planning
Florida
$372K +$139K +3,447 +61%
GPA
768
Garrison Point Advisors
California
$368K -$4.04K -100 -1%
QCM
769
Quadrant Capital Management
New Jersey
$368K +$37K +916 +12%
FCI
770
Financial Counselors Inc
Kansas
$366K +$353K +8,747 New
GT
771
Greenleaf Trust
Michigan
$365K -$128K -3,163 -27%
KWM
772
Kingsview Wealth Management
Oregon
$365K +$18.9K +468 +6%
CB
773
CNB Bank
Pennsylvania
$362K -$352K -8,720 -50%
DBRC
774
D.B. Root & Company
Pennsylvania
$361K -$15.9K -395 -4%
CC
775
Cipher Capital
New York
$360K +$347K +8,609 New