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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
851
Burns Matteson Capital Management
New York
$619K -$8.56K -121 -1%
LSAG
852
Lake Street Advisors Group
New Hampshire
$616K +$16.8K +238 +3%
RSWM
853
Robertson Stephens Wealth Management
California
$612K +$50.2K +710 +9%
B
854
Barings
North Carolina
$604K -$944K -13,343 -62%
VAS
855
Vestmark Advisory Solutions
Massachusetts
$599K -$13.5K -191 -2%
Lido Advisors
856
Lido Advisors
California
$591K +$284K +4,009 +97%
KPWS
857
Kestra Private Wealth Services
Texas
$590K -$182K -2,572 -24%
BFM
858
Boston Financial Management
Massachusetts
$586K
PO
859
Private Ocean
California
$580K -$134K -1,895 -19%
CCM
860
Chilton Capital Management
Texas
$580K +$23.1K +327 +4%
CCM
861
Cinctive Capital Management
New York
$578K +$561K +7,932 New
KWM
862
Kingsview Wealth Management
Oregon
$570K +$117K +1,656 +27%
PCP
863
Proficio Capital Partners
Massachusetts
$569K +$16.1K +228 +3%
AFG
864
Albion Financial Group
Utah
$569K +$553K +7,810 New
PMG
865
ProVise Management Group
Florida
$563K +$209K +2,950 +62%
IA
866
IFP Advisors
Florida
$562K -$82.9K -1,171 -13%
BP
867
BBR Partners
New York
$556K -$410K -5,795 -43%
AIM
868
Axiom Investment Management
New York
$556K -$281K -3,974 -34%
BFA
869
Bragg Financial Advisors
North Carolina
$555K -$3.89K -55 -0.7%
SPC
870
Sigma Planning Corp
Michigan
$551K +$535K +7,561 New
DFCM
871
Dark Forest Capital Management
Puerto Rico
$549K +$534K +7,543 New
CPO
872
Cerity Partners OCIO
New York
$548K +$71.5K +1,010 +16%
ACS
873
Archford Capital Strategies
Illinois
$539K +$34K +480 +7%
KFP
874
KB Financial Partners
New Jersey
$539K +$437K +6,176 +505%
WCM
875
Weld Capital Management
New York
$535K +$520K +7,345 New