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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
851
Pinnacle Wealth Management Advisory Group
New Jersey
$1.16M +$103K +1,176 +9%
SB
852
Strategic Blueprint
Georgia
$1.15M +$606K +6,888 +101%
LSAG
853
Lake Street Advisors Group
New Hampshire
$1.15M +$50.8K +577 +4%
WS
854
Wedbush Securities
California
$1.14M -$31.4K -357 -3%
PTP
855
Platform Technology Partners
New York
$1.14M -$24.7K -281 -2%
AssetMark Inc
856
AssetMark Inc
California
$1.12M +$850K +9,666 +266%
EAM
857
Eagle Asset Management
Florida
$1.12M -$44.7K -508 -4%
CAI
858
Capital Advisors Inc
Oklahoma
$1.12M +$17K +193 +1%
CGL
859
Clarius Group LLC
Washington
$1.12M – – –
EWM
860
Evermay Wealth Management
Virginia
$1.11M -$26.4K -300 -2%
BP
861
Ballentine Partners
Massachusetts
$1.1M +$21.2K +241 +2%
SFA
862
Sequoia Financial Advisors
Ohio
$1.1M +$233K +2,648 +25%
PFA
863
Professional Financial Advisors
Nebraska
$1.1M -$228K -2,591 -17%
SRC
864
Sage Rhino Capital
California
$1.09M -$85.4K -971 -7%
AT
865
Arden Trust
Delaware
$1.09M -$98.8K -1,123 -8%
GBT
866
Grove Bank & Trust
Florida
$1.09M +$4.4K +50 +0.4%
ECM
867
ExodusPoint Capital Management
New York
$1.08M +$1.13M +12,822 New
FFM
868
Forum Financial Management
Illinois
$1.08M +$6.25K +71 +0.6%
SAM
869
Summit Asset Management
Tennessee
$1.08M +$105K +1,192 +10%
SPIA
870
Steward Partners Investment Advisory
New York
$1.08M -$148K -1,686 -12%
FMAEN1
871
Fund Management at Engine No 1
California
$1.07M +$1.12M +12,727 New
BWA
872
Bordeaux Wealth Advisors
California
$1.07M +$13.5K +153 +1%
LS
873
Livforsakringsbolaget Skandia
Sweden
$1.07M – – –
WAS
874
WESPAC Advisors SoCal
California
$1.06M +$653K +7,420 +143%
BMCM
875
Burns Matteson Capital Management
New York
$1.06M +$73K +830 +7%