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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
826
Pinnacle Wealth Management Advisory Group
New Jersey
$1.05M +$451K +5,580 +80%
CG
827
Caprock Group
Idaho
$1.05M +$119K +1,469 +13%
SBH
828
Segall Bryant & Hamill
Illinois
$1.04M -$5.1K -63 -0.5%
CA
829
Crumly & Associates
Illinois
$1.04M -$67K -828 -7%
ATWA
830
Arbor Trust Wealth Advisors
Michigan
$1.04M -$4.77K -59 -0.5%
HAM
831
Hyperion Asset Management
Australia
$1.03M
QCG
832
Quadrant Capital Group
Ohio
$1.01M +$69.5K +859 +8%
CC
833
Centiva Capital
New York
$1.01M +$972K +12,013 New
MPM
834
MBB Public Markets
Illinois
$1.01M +$968K +11,962 New
FFC
835
First Financial Corp
Indiana
$1M -$60.3K -745 -6%
SAI
836
Systematic Alpha Investments
New Jersey
$1M
BMCM
837
Burns Matteson Capital Management
New York
$990K +$58.4K +722 +7%
ICM
838
IMS Capital Management
Oregon
$986K
EWM
839
Elmwood Wealth Management
California
$986K +$948K +11,721 New
PIA
840
Powell Investment Advisors
Florida
$985K
PO
841
Private Ocean
California
$981K +$155K +1,918 +20%
SAM
842
Summit Asset Management
Tennessee
$974K +$3.64K +45 +0.4%
PIMG
843
Patriot Investment Management Group
Tennessee
$971K +$60.3K +745 +7%
CYG
844
Clean Yield Group
Vermont
$970K -$20.2K -250 -2%
HI
845
Horizon Investments
North Carolina
$958K +$42.5K +526 +5%
CWA
846
Canvas Wealth Advisors
Kansas
$947K +$94.3K +1,166 +12%
LWM
847
Loveless Wealth Management
Montana
$946K +$72K +890 +9%
Federated Hermes
848
Federated Hermes
Pennsylvania
$939K +$66.7K +824 +8%
FI
849
Fractal Investments
Connecticut
$929K +$893K +11,041 New
CPC
850
Cookson Peirce & Co
Pennsylvania
$926K -$103K -1,271 -10%