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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
876
Lido Advisors
California
$554K -$36.7K -514 -6%
BP
877
BBR Partners
New York
$552K -$4.79K -67 -0.9%
OIM
878
Orca Investment Management
Oregon
$550K -$67.6K -947 -11%
BTWM
879
Baker Tilly Wealth Management
Wisconsin
$548K +$228K +3,196 +74%
BG
880
Bollard Group
Massachusetts
$547K +$472K +6,602 +725%
PWAG
881
Polaris Wealth Advisory Group
California
$544K
SS
882
Simplicity Solutions
Minnesota
$540K +$116K +1,626 +28%
PCP
883
Proficio Capital Partners
Massachusetts
$538K -$30.4K -426 -5%
KWM
884
Kingsview Wealth Management
Oregon
$536K -$27.4K -384 -5%
MYIA
885
Mount Yale Investment Advisors
Colorado
$535K +$61.6K +863 +13%
GWM
886
GSB Wealth Management
Connecticut
$532K +$27.9K +390 +6%
GPA
887
Garrison Point Advisors
California
$531K
IWM
888
IHT Wealth Management
Illinois
$526K +$194K +2,716 +60%
ATPW
889
Ashton Thomas Private Wealth
Arizona
$525K +$6.71K +94 +1%
SM
890
Sciencast Management
New Jersey
$523K +$495K +6,932 New
KPW
891
Kore Private Wealth
New York
$522K +$49.4K +692 +11%
WA
892
Waddell & Associates
Tennessee
$520K +$214 +3 +0%
HCM
893
Hall Capital Management
Rhode Island
$520K +$104K +1,450 +25%
MMC
894
Mizuho Markets Cayman
Cayman Islands
$518K -$155K -2,174 -23%
CA
895
Clearstead Advisors
Ohio
$518K -$8.64K -121 -2%
SB
896
Strategic Blueprint
Georgia
$509K -$810K -11,347 -62%
QCM
897
Quest Capital Management
Texas
$508K -$18.5K -259 -4%
GC
898
GFG Capital
Florida
$507K
PWMAG
899
Pinnacle Wealth Management Advisory Group
New Jersey
$506K +$36.5K +511 +8%
IAA
900
Independent Advisor Alliance
North Carolina
$506K +$231K +3,231 +87%