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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
876
Hall Capital Management
Rhode Island
$840K +$231K +2,856 +40%
SFG
877
SNS Financial Group
Minnesota
$837K -$20.5K -253 -2%
WPW
878
Waldron Private Wealth
Pennsylvania
$831K +$81 +1 +0%
LCM
879
Logan Capital Management
Pennsylvania
$827K +$8.25K +102 +1%
WANY
880
Wealthspire Advisors (New York)
New York
$824K -$24.8K -306 -3%
IB
881
Intrust Bank
Kansas
$813K
Lido Advisors
882
Lido Advisors
California
$811K +$165K +2,045 +27%
P
883
Pitcairn
Pennsylvania
$807K -$4.04K -50 -0.5%
FB
884
Fulton Bank
Pennsylvania
$807K +$12.8K +158 +2%
CWM
885
Concentric Wealth Management
California
$803K -$5.91K -73 -0.8%
FNBT
886
FineMark National Bank & Trust
Florida
$802K -$5.74K -71 -0.7%
SHA
887
Seneca House Advisors
Virginia
$801K +$67.1K +829 +10%
LCM
888
Landscape Capital Management
New Jersey
$797K +$348K +4,304 +83%
NL
889
Navalign LLC
California
$794K -$14.2K -176 -2%
FFN
890
Focus Financial Network
Minnesota
$793K +$13.7K +169 +2%
IC
891
Inverness Counsel
New York
$793K
SIC
892
Salem Investment Counselors
North Carolina
$793K
SP
893
Symmetry Partners
Connecticut
$791K -$464K -5,735 -38%
KPWS
894
Kestra Private Wealth Services
Texas
$791K +$36.6K +452 +5%
CC
895
Cannell & Co
New York
$786K +$16.2K +200 +2%
VAS
896
Vestmark Advisory Solutions
Massachusetts
$772K +$3.64K +45 +0.5%
SMC
897
Smith, Moore & Co
Missouri
$771K +$26.9K +333 +4%
AIA
898
Avalon Investment & Advisory
Texas
$769K -$108K -1,334 -13%
LWAC
899
Laurel Wealth Advisors (California)
California
$769K +$98.7K +1,220 +15%
IF
900
Ironwood Financial
Arizona
$766K