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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
801
United Capital Financial Advisors
Texas
$1.02M +$124K +1,793 +12%
EF
802
Empowered Funds
Pennsylvania
$1.02M -$22.4K -325 -2%
IAA
803
Independent Advisor Alliance
North Carolina
$1.02M +$580K +8,413 +109%
USCWA
804
U.S. Capital Wealth Advisors
Texas
$1.02M -$502K -7,282 -31%
BCM
805
Brown Capital Management
Maryland
$1.02M
DPIM
806
Duff & Phelps Investment Management
Illinois
$1.02M
FFA
807
Fairfield Financial Advisors
Massachusetts
$1.01M -$38.8K -562 -3%
CW
808
CreativeOne Wealth
Kansas
$1.01M -$417K -6,044 -27%
TAM
809
Trust Asset Management
Texas
$1M +$131K +1,901 +14%
JFA
810
JNBA Financial Advisors
Minnesota
$1M -$1.17K -17 -0.1%
SFO
811
Stokes Family Office
Louisiana
$977K -$97.4K -1,412 -8%
CT
812
Caldwell Trust
Florida
$975K
FFA
813
Founders Financial Alliance
North Carolina
$971K +$1.06M +15,365 New
BOH
814
Bank of Hawaii
Hawaii
$969K -$6.21K -90 -0.6%
Lido Advisors
815
Lido Advisors
California
$969K +$79.7K +1,156 +8%
MMC
816
Mizuho Markets Cayman
Cayman Islands
$965K -$226K -3,270 -18%
ACM
817
AlphaCrest Capital Management
New York
$964K -$8.97M -130,042 -89%
FMAEN1
818
Fund Management at Engine No 1
California
$962K +$173K +2,503 +20%
CAG
819
Csenge Advisory Group
Florida
$961K +$534K +7,747 +104%
FFS
820
Founders Financial Securities
Maryland
$959K -$5.86K -85 -0.6%
SB
821
Strategic Blueprint
Georgia
$959K +$103K +1,489 +11%
GSWM
822
Greenup Street Wealth Management
Michigan
$958K +$1.05M +15,169 New
AI
823
AXS Investments
New York
$957K +$688K +9,983 +193%
MAM
824
Morse Asset Management
Connecticut
$948K -$1.06M -15,435 -51%
SC
825
Shay Capital
New York
$948K +$1.03M +15,000 New