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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BTW
876
Boston Trust Walden
Massachusetts
$330K +$6.79K +154 +2%
ISWM
877
Independent Solutions Wealth Management
New York
$328K +$304K +6,905 New
Luther King Capital Management (LKCM)
878
Luther King Capital Management (LKCM)
Texas
$327K -$95.9K -2,175 -24%
MSS
879
Mitchell Sinkler & Starr
Pennsylvania
$323K -$347K -7,865 -54%
CA
880
Cetera Advisors
Colorado
$322K -$3.17K -72 -1%
KA
881
Klingman & Associates
New York
$320K -$8.55K -194 -3%
ACI
882
Alpha Cubed Investments
California
$320K -$7.63K -173 -3%
FT
883
Fiduciary Trust
Massachusetts
$318K -$186K -4,211 -39%
PA
884
Parallel Advisors
California
$318K -$42.4K -963 -13%
SFG
885
SNS Financial Group
Minnesota
$317K +$10.8K +246 +4%
BPB
886
Badgley, Phelps & Bell
Washington
$316K +$26.8K +608 +10%
BAM
887
Belpointe Asset Management
Nevada
$315K -$109K -2,468 -27%
WAS
888
WESPAC Advisors SoCal
California
$315K
ZB
889
Zions Bancorporation
Utah
$310K -$37.9K -859 -12%
HBT
890
Hills Bank & Trust
Iowa
$306K -$8.82K -200 -3%
HCMT
891
Highland Capital Management (Tennessee)
Tennessee
$304K -$73.5K -1,667 -21%
RTC
892
Riverview Trust Company
Washington
$303K -$25.5K -579 -8%
RA
893
Rational Advisors
New York
$303K +$141K +3,206 +102%
VC
894
Veracity Capital
Georgia
$302K +$280K +6,349 New
GIA
895
Granite Investment Advisors
New Hampshire
$300K -$39.7K -900 -13%
JLBC
896
J.L. Bainbridge & Co
Florida
$299K -$16K -364 -5%
AWM
897
Altium Wealth Management
New York
$298K +$277K +6,274 New
AWM
898
Atticus Wealth Management
Florida
$297K +$275K +6,242 New
MCC
899
Malaga Cove Capital
California
$296K -$8.82K -200 -3%
CIA
900
Choate Investment Advisors
Massachusetts
$294K -$21.6K -490 -7%