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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
AMM
876
American Money Management
California
$498K -$1.76K -29 -0.4%
SG
877
Stonnington Group
California
$498K +$437K +7,200 New
PWAG
878
Polaris Wealth Advisory Group
California
$496K -$9.1K -150 -2%
DIA
879
Davidson Investment Advisors
Montana
$495K -$30.3K -500 -6%
PCP
880
Proficio Capital Partners
Massachusetts
$494K +$199K +3,276 +76%
GPA
881
Garrison Point Advisors
California
$475K
VCM
882
Violich Capital Management
California
$473K +$156K +2,575 +55%
BWM
883
Buckley Wealth Management
Nevada
$466K -$29.7K -489 -6%
ATPW
884
Ashton Thomas Private Wealth
Arizona
$464K
CA
885
Clearstead Advisors
Ohio
$463K +$41K +677 +11%
HNB
886
Huntington National Bank
Ohio
$461K -$10.7K -176 -2%
HAI
887
Hennessy Advisors Inc
California
$456K -$303K -5,000 -42%
GC
888
GFG Capital
Florida
$454K +$1.76K +29 +0.4%
ACS
889
Archford Capital Strategies
Illinois
$454K +$7.34K +121 +2%
RIL
890
Rothschild Investment LLC
Illinois
$453K -$330K -5,450 -44%
NB
891
Nicolet Bankshares
Wisconsin
$453K -$24.6K -405 -6%
FMLI
892
Fukoku Mutual Life Insurance
Japan
$453K
Edgewood Management
893
Edgewood Management
Connecticut
$450K
SB
894
Strategic Blueprint
Georgia
$446K +$26.4K +435 +7%
CA
895
Capital Advantage
California
$445K +$243 +4 +0.1%
WI
896
Wintrust Investments
Illinois
$445K +$414K +6,827 New
SSWM
897
Sheets Smith Wealth Management
North Carolina
$444K +$121 +2 +0%
HIP
898
HUB Investment Partners
Texas
$442K +$411K +6,775 New
OWP
899
Obermeyer Wealth Partners
Colorado
$442K +$411K +6,784 New
TCA
900
Transcend Capital Advisors
New Jersey
$437K +$24.1K +398 +6%