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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CCP
851
Corient Capital Partners
California
$203K +$33.8K +748 +18%
QCG
852
Quadrant Capital Group
Ohio
$202K +$4.98K +110 +2%
HR
853
Howe & Rusling
New York
$201K -$12K -265 -5%
AIA
854
Armor Investment Advisors
North Carolina
$201K +$219K +4,841 New
SFSIG
855
San Francisco Sentry Investment Group
California
$200K +$15.1K +333 +7%
FHA
856
First Horizon Advisors
Tennessee
$195K -$159K -3,512 -43%
AAMU
857
Amundi Asset Management US
Massachusetts
$193K -$34.5M -763,681 -14%
DZ Bank
858
DZ Bank
Germany
$187K
FANJ
859
Financial Architects (New Jersey)
New Jersey
$186K +$51.5K +1,139 +34%
SWM
860
SeaCrest Wealth Management
New York
$173K -$30.9K -684 -14%
FCMT
861
Founders Capital Management (Texas)
Texas
$172K
JA
862
JOYN Advisors
Georgia
$167K -$43.4K -960 -19%
CFG
863
CKW Financial Group
Hawaii
$166K -$13.6K -300 -7%
SWA
864
Sutton Wealth Advisors
Florida
$165K
BWL
865
Bogart Wealth LLC
Virginia
$158K +$23.9K +528 +16%
AIM
866
ARK Investment Management
Florida
$155K
PMFA
867
Plante Moran Financial Advisors
Michigan
$154K +$165K +3,637 +5,123%
FBT
868
First Bank & Trust
South Dakota
$152K +$20.7K +458 +14%
MWC
869
MBM Wealth Consultants
Missouri
$149K +$162K +3,582 New
AOWM
870
Alpha Omega Wealth Management
Virginia
$147K
ACA
871
Atlas Capital Advisors
Wyoming
$142K -$394K -8,720 -72%
YWP
872
YorkBridge Wealth Partners
New York
$142K -$15.4K -341 -9%
CBT
873
Capital Bank & Trust
California
$142K +$32K +708 +26%
GLI
874
Guardian Life Insurance
New York
$141K -$317 -7 -0.2%
SLF
875
Sun Life Financial
Ontario, Canada
$138K