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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
801
Griffin Asset Management
New York
$1.23M +$17K +245 +1%
PWA
802
Providence Wealth Advisors
Illinois
$1.22M -$107K -1,543 -9%
CW
803
CreativeOne Wealth
Kansas
$1.22M +$68.1K +981 +6%
SCM
804
Silvant Capital Management
Georgia
$1.22M -$10.6K -152 -0.9%
NHC
805
Nicholas Hoffman & Company
Georgia
$1.22M +$46.6K +671 +4%
MAM
806
McCarthy Asset Management
California
$1.21M
CG
807
Colony Group
Massachusetts
$1.21M +$12.3K +177 +1%
SDIC
808
South Dakota Investment Council
South Dakota
$1.21M +$141K +2,025 +14%
FFA
809
Fairfield Financial Advisors
Massachusetts
$1.21M +$52.1K +750 +5%
BCAM
810
Boston Common Asset Management
Massachusetts
$1.19M
IAA
811
Independent Advisor Alliance
North Carolina
$1.19M +$25.4K +366 +2%
BCM
812
BlueMar Capital Management
Florida
$1.18M +$1.14M +16,400 New
S
813
Seeyond
France
$1.18M -$51.4K -740 -4%
WP
814
WealthSource Partners
California
$1.17M +$235K +3,383 +26%
AC
815
Annandale Capital
Texas
$1.16M -$132K -1,900 -11%
DPIM
816
Duff & Phelps Investment Management
Illinois
$1.16M
BAM
817
Belpointe Asset Management
Nevada
$1.16M +$600K +8,638 +116%
MS
818
Maven Securities
Jersey
$1.15M -$97.2K -1,400 -8%
Simplex Trading
819
Simplex Trading
Illinois
$1.15M +$1.11M +15,950 New
BCM
820
Brown Capital Management
Maryland
$1.14M -$12.6K -181 -1%
CWM
821
Chemistry Wealth Management
New York
$1.14M +$408K +5,880 +59%
SFO
822
Stokes Family Office
Louisiana
$1.13M +$19.4K +279 +2%
CT
823
Caldwell Trust
Florida
$1.13M +$21.5K +309 +2%
VAS
824
Vestmark Advisory Solutions
Massachusetts
$1.13M +$233K +3,361 +27%
SB
825
Strategic Blueprint
Georgia
$1.13M +$36.2K +521 +3%