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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
851
Mark Asset Management
New York
$207K -$13.6K -300 -6%
HC
852
Henshaw Capital
Massachusetts
$207K +$8.28K +183 +4%
SWA
853
SFMG Wealth Advisors
Texas
$205K +$2.94K +65 +1%
PTC
854
Petrus Trust Company
Texas
$205K +$223K +4,940 New
PCMC
855
Private Capital Management (Colorado)
Colorado
$205K +$224K +4,944 New
CCP
856
Corient Capital Partners
California
$203K +$33.8K +748 +18%
QCG
857
Quadrant Capital Group
Ohio
$202K +$4.98K +110 +2%
HR
858
Howe & Rusling
New York
$201K -$12K -265 -5%
AIA
859
Armor Investment Advisors
North Carolina
$201K +$219K +4,841 New
SFSIG
860
San Francisco Sentry Investment Group
California
$200K +$15.1K +333 +7%
FHA
861
First Horizon Advisors
Tennessee
$195K -$159K -3,512 -43%
DZ Bank
862
DZ Bank
Germany
$187K – – –
FANJ
863
Financial Architects (New Jersey)
New Jersey
$186K +$51.5K +1,139 +34%
SWM
864
SeaCrest Wealth Management
New York
$173K -$30.9K -684 -14%
FCMT
865
Founders Capital Management (Texas)
Texas
$172K – – –
JA
866
JOYN Advisors
Georgia
$167K -$43.4K -960 -19%
CFG
867
CKW Financial Group
Hawaii
$166K -$13.6K -300 -7%
SWA
868
Sutton Wealth Advisors
Florida
$165K – – –
BWL
869
Bogart Wealth LLC
Virginia
$158K +$23.9K +528 +16%
AIM
870
ARK Investment Management
Florida
$155K – – –
PMFA
871
Plante Moran Financial Advisors
Michigan
$154K +$165K +3,637 +5,123%
FBT
872
First Bank & Trust
South Dakota
$152K +$20.7K +458 +14%
MWC
873
MBM Wealth Consultants
Missouri
$149K +$162K +3,582 New
AOWM
874
Alpha Omega Wealth Management
Virginia
$147K – – –
ACA
875
Atlas Capital Advisors
Wyoming
$142K -$394K -8,720 -72%